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 | $129,064 | $148,534-13.1% | $135,903-5.0% | $139,434-7.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.26% | 79.19%-63.9pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,396 | $5,243-35.2% | $4,856-30.1% | $4,751-28.5% |
| Participant deferral / active EE | $12,450 | $8,100+53.7% | $7,758+60.5% | $6,710+85.5% |
| Admin fee / account holder | $37,594 | $12,400+203.2% | $10,762+249.3% | $11,403+229.7% |