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 | $90,427 | $175,202-48.4% | $149,673-39.6% | $139,434-35.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.71% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,740 | $5,474-31.7% | $4,818-22.4% | $4,751-21.3% |
| Participant deferral / active EE | $9,545 | $6,519+46.4% | $5,680+68.1% | $6,710+42.3% |
| Admin fee / account holder | $45,787 | $16,150+183.5% | $13,210+246.6% | $11,403+301.5% |