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 | $121,048 | $101,069+19.8% | $81,478+48.6% | $147,584-18.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.59% | 32.40%-14.8pp | 38.78%-21.2pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,737 | $3,205-14.6% | $2,568+6.6% | $4,876-43.9% |
| Participant deferral / active EE | $5,671 | $4,242+33.7% | $3,537+60.3% | $5,439+4.3% |
| Admin fee / account holder | $2,176 | $5,812-62.6% | $4,561-52.3% | $10,885-80.0% |