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 | $101,213 | $165,335-38.8% | $149,696-32.4% | $158,922-36.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.67% | 348.15%-328.5pp | 276.60%-256.9pp | 302.83%-283.2pp |
| Employer contribution / active EE | $6,527 | $5,103+27.9% | $4,644+40.5% | $4,761+37.1% |
| Participant deferral / active EE | $5,073 | $7,181-29.4% | $6,842-25.8% | $5,982-15.2% |
| Admin fee / account holder | $14,122 | $10,807+30.7% | $9,309+51.7% | $11,246+25.6% |