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 | $129,605 | $163,101-20.5% | $136,749-5.2% | $142,382-9.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.70% | 27.54%-11.8pp | 24.33%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,957 | $4,117-28.2% | $3,400-13.0% | $4,299-31.2% |
| Participant deferral / active EE | $10,103 | $5,585+80.9% | $4,692+115.3% | $6,507+55.3% |
| Admin fee / account holder | $519 | $14,318-96.4% | $11,386-95.4% | $12,624-95.9% |