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 | $82,718 | $177,572-53.4% | $154,803-46.6% | $142,382-41.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.41% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $6,506 | $4,810+35.2% | $4,305+51.1% | $4,299+51.3% |
| Participant deferral / active EE | $5,464 | $6,272-12.9% | $5,540-1.4% | $6,507-16.0% |
| Admin fee / account holder | $999 | $16,786-94.0% | $14,329-93.0% | $12,624-92.1% |