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 | $72,045 | $96,484-25.3% | $75,886-5.1% | $152,861-52.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 23.52% | 33.98%-10.5pp | 30.76%-7.2pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,547 | $3,309-23.0% | $2,500+1.9% | $4,762-46.5% |
| Participant deferral / active EE | $4,985 | $4,553+9.5% | $3,603+38.3% | $5,850-14.8% |
| Admin fee / account holder | $7,721 | $8,078-4.4% | $5,418+42.5% | $11,596-33.4% |