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 | $117,933 | $179,726-34.4% | $156,263-24.5% | $142,382-17.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.42% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,875 | $5,069-63.0% | $4,333-56.7% | $4,299-56.4% |
| Participant deferral / active EE | $7,951 | $6,956+14.3% | $6,158+29.1% | $6,507+22.2% |
| Admin fee / account holder | $1,223 | $17,272-92.9% | $14,255-91.4% | $12,624-90.3% |