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 | $75,328 | $153,311-50.9% | $109,313-31.1% | $273,961-72.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 20.01% | 29.86%-9.8pp | 22.07%-2.1pp | 41.45%-21.4pp |
| Employer contribution / active EE | $14,000 | $5,619+149.1% | $3,892+259.7% | $4,869+187.6% |
| Participant deferral / active EE | $16,000 | $3,932+306.9% | $3,166+405.3% | $5,287+202.6% |
| Admin fee / account holder | $606 | $8,076-92.5% | $5,666-89.3% | $10,132-94.0% |