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 7-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 | $105,810 | $159,602-33.7% | $150,045-29.5% | $142,382-25.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.45% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,080 | $4,961-17.7% | $4,693-13.1% | $4,299-5.1% |
| Participant deferral / active EE | $6,455 | $8,310-22.3% | $7,997-19.3% | $6,507-0.8% |
| Admin fee / account holder | $2,671 | $14,846-82.0% | $13,435-80.1% | $12,624-78.8% |