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 5-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 | $75,711 | $105,126-28.0% | $94,646-20.0% | $139,434-45.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.06% | 38.03%-18.0pp | 156.71%-136.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $25,145 | $4,106+512.5% | $3,672+584.8% | $4,751+429.3% |
| Participant deferral / active EE | $9,848 | $7,599+29.6% | $7,418+32.8% | $6,710+46.8% |
| Admin fee / account holder | $671 | $8,984-92.5% | $7,231-90.7% | $11,403-94.1% |