See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,918 | $178,174-51.2% | $156,181-44.3% | $137,256-36.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.96% | 84.19%-70.2pp | 64.87%-50.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,544 | $4,972-48.8% | $4,294-40.7% | $4,156-38.8% |
| Participant deferral / active EE | $4,442 | $6,888-35.5% | $6,132-27.6% | $6,407-30.7% |
| Admin fee / account holder | $45,277 | $17,404+160.2% | $14,586+210.4% | $12,270+269.0% |