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 | $162,015 | $95,266+70.1% | $82,389+96.6% | $142,382+13.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.84% | 25.74%-10.9pp | 28.67%-13.8pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,552 | $2,991-14.7% | $2,517+1.4% | $4,299-40.6% |
| Participant deferral / active EE | $5,683 | $4,809+18.2% | $4,155+36.8% | $6,507-12.7% |
| Admin fee / account holder | $1,338 | $8,563-84.4% | $7,231-81.5% | $12,624-89.4% |