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 | $62,709 | $116,175-46.0% | $93,606-33.0% | $152,861-59.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.77% | 35.96%-14.2pp | 32.76%-11.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,983 | $3,218+23.8% | $2,718+46.5% | $4,762-16.4% |
| Participant deferral / active EE | $3,850 | $4,603-16.4% | $4,069-5.4% | $5,850-34.2% |
| Admin fee / account holder | $1,095 | $10,748-89.8% | $7,888-86.1% | $11,596-90.6% |