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 | $86,903 | $110,261-21.2% | $95,745-9.2% | $139,434-37.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.12% | 27.11%-14.0pp | 28.35%-15.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,194 | $3,257-1.9% | $2,835+12.7% | $4,751-32.8% |
| Participant deferral / active EE | $5,840 | $4,676+24.9% | $4,245+37.6% | $6,710-13.0% |
| Admin fee / account holder | $5,801 | $6,613-12.3% | $5,678+2.2% | $11,403-49.1% |