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 | $119,039 | $175,202-32.1% | $149,673-20.5% | $139,434-14.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.24% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $7,686 | $5,474+40.4% | $4,818+59.5% | $4,751+61.8% |
| Participant deferral / active EE | $4,722 | $6,519-27.6% | $5,680-16.9% | $6,710-29.6% |
| Admin fee / account holder | $2,405 | $16,150-85.1% | $13,210-81.8% | $11,403-78.9% |