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 | $90,049 | $105,859-14.9% | $90,160-0.1% | $147,584-39.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.91% | 37.63%-26.7pp | 34.88%-24.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $3,488 | $4,126-15.5% | $3,318+5.1% | $4,876-28.5% |
| Participant deferral / active EE | $6,000 | $5,733+4.7% | $5,288+13.5% | $5,439+10.3% |
| Admin fee / account holder | $817 | $8,046-89.8% | $5,943-86.3% | $10,885-92.5% |