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 | $83,059 | $88,751-6.4% | $81,812+1.5% | $145,922-43.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.36% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,021 | $3,083-66.9% | $2,912-64.9% | $4,660-78.1% |
| Participant deferral / active EE | $2,553 | $4,643-45.0% | $4,319-40.9% | $6,688-61.8% |
| Admin fee / account holder | $14,279 | $8,415+69.7% | $7,386+93.3% | $13,397+6.6% |