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 | $64,840 | $197,591-67.2% | $177,821-63.5% | $158,922-59.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.81% | 58.76%-38.0pp | 48.32%-27.5pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,889 | $6,697-41.9% | $5,918-34.3% | $4,761-18.3% |
| Participant deferral / active EE | $12,149 | $8,405+44.5% | $7,714+57.5% | $5,982+103.1% |
| Admin fee / account holder | $2,158 | $15,399-86.0% | $12,427-82.6% | $11,246-80.8% |