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 | $131,548 | $165,984-20.7% | $164,813-20.2% | $145,922-9.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.63% | 100.03%-88.4pp | 69.93%-58.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,768 | $5,273+28.4% | $4,341+55.9% | $4,660+45.2% |
| Participant deferral / active EE | $9,801 | $6,959+40.8% | $6,031+62.5% | $6,688+46.6% |
| Admin fee / account holder | $1,822 | $16,648-89.1% | $12,690-85.6% | $13,397-86.4% |