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 | $78,807 | $81,233-3.0% | $155,567-49.3% | $80,874-2.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 20.12% | 33.33%-13.2pp | 64.74%-44.6pp | 35.62%-15.5pp |
| Employer contribution / active EE | $5,546 | $3,101+78.8% | $4,674+18.6% | $2,756+101.3% |
| Participant deferral / active EE | $2,256 | $3,452-34.7% | $5,628-59.9% | $4,297-47.5% |
| Admin fee / account holder | $335 | $7,998-95.8% | $15,916-97.9% | $6,935-95.2% |