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 | $132,564 | $177,572-25.3% | $154,803-14.4% | $142,382-6.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.54% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,637 | $4,810+17.2% | $4,305+30.9% | $4,299+31.1% |
| Participant deferral / active EE | $5,893 | $6,272-6.0% | $5,540+6.4% | $6,507-9.4% |
| Admin fee / account holder | $1,534 | $16,786-90.9% | $14,329-89.3% | $12,624-87.8% |