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 | $98,117 | $152,587-35.7% | $125,175-21.6% | $152,861-35.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.50% | 54.84%-34.3pp | 43.79%-23.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $13,695 | $4,946+176.9% | $3,865+254.3% | $4,762+187.6% |
| Participant deferral / active EE | $13,749 | $5,868+134.3% | $4,937+178.5% | $5,850+135.0% |
| Admin fee / account holder | $7,727 | $13,434-42.5% | $9,702-20.4% | $11,596-33.4% |