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 | $25,377 | $102,966-75.4% | $90,281-71.9% | $152,861-83.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.91% | 95.16%-77.3pp | 78.10%-60.2pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,102 | $3,139-64.9% | $2,854-61.4% | $4,762-76.9% |
| Participant deferral / active EE | $5,106 | $4,281+19.3% | $3,885+31.4% | $5,850-12.7% |
| Admin fee / account holder | $7,597 | $6,171+23.1% | $5,351+42.0% | $11,596-34.5% |