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 | $68,913 | $157,256-56.2% | $141,162-51.2% | $152,861-54.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.48% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,610 | $5,261-69.4% | $4,735-66.0% | $4,762-66.2% |
| Participant deferral / active EE | $3,730 | $7,109-47.5% | $6,709-44.4% | $5,850-36.2% |
| Admin fee / account holder | $304 | $12,120-97.5% | $10,261-97.0% | $11,596-97.4% |