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 | $57,292 | $142,405-59.8% | $115,157-50.2% | $152,861-62.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.20% | 41.48%-20.3pp | 35.60%-14.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $7,633 | $4,010+90.4% | $3,179+140.1% | $4,762+60.3% |
| Participant deferral / active EE | $4,358 | $5,164-15.6% | $4,168+4.5% | $5,850-25.5% |
| Admin fee / account holder | $725 | $8,462-91.4% | $7,088-89.8% | $11,596-93.7% |