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 | $98,174 | $159,602-38.5% | $150,045-34.6% | $142,382-31.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.79% | 70.24%-47.4pp | 62.55%-39.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $6,961 | $4,961+40.3% | $4,693+48.3% | $4,299+61.9% |
| Participant deferral / active EE | $11,855 | $8,310+42.7% | $7,997+48.2% | $6,507+82.2% |
| Admin fee / account holder | $1,906 | $14,846-87.2% | $13,435-85.8% | $12,624-84.9% |