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 | $73,830 | $81,208-9.1% | $98,907-25.4% | $79,858-7.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.96% | 60.99%-48.0pp | 196.43%-183.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,586 | $1,960+32.0% | $2,689-3.8% | $2,471+4.7% |
| Participant deferral / active EE | $1,916 | $3,265-41.3% | $4,244-54.8% | $3,740-48.8% |
| Admin fee / account holder | $8,312 | $6,013+38.2% | $6,642+25.2% | $5,306+56.7% |