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 | $99,944 | $198,466-49.6% | $170,442-41.4% | $147,584-32.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.91% | 257.29%-237.4pp | 205.93%-186.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $6,271 | $6,184+1.4% | $5,433+15.4% | $4,876+28.6% |
| Participant deferral / active EE | $6,595 | $5,629+17.2% | $4,939+33.5% | $5,439+21.3% |
| Admin fee / account holder | $2,063 | $16,852-87.8% | $13,880-85.1% | $10,885-81.0% |