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 | $115,075 | $179,726-36.0% | $156,263-26.4% | $142,382-19.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.21% | 77.86%-63.6pp | 59.47%-45.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,437 | $5,069-32.2% | $4,333-20.7% | $4,299-20.0% |
| Participant deferral / active EE | $8,845 | $6,956+27.2% | $6,158+43.6% | $6,507+35.9% |
| Admin fee / account holder | $35,266 | $17,272+104.2% | $14,255+147.4% | $12,624+179.4% |