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 | $52,914 | $148,534-64.4% | $135,903-61.1% | $139,434-62.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.68% | 79.19%-62.5pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,759 | $5,243-9.2% | $4,856-2.0% | $4,751+0.2% |
| Participant deferral / active EE | $6,150 | $8,100-24.1% | $7,758-20.7% | $6,710-8.3% |
| Admin fee / account holder | $6,482 | $12,400-47.7% | $10,762-39.8% | $11,403-43.2% |