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 | $98,598 | $148,534-33.6% | $135,903-27.4% | $139,434-29.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.20% | 79.19%-51.0pp | 68.23%-40.0pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,972 | $5,243-62.4% | $4,856-59.4% | $4,751-58.5% |
| Participant deferral / active EE | $7,085 | $8,100-12.5% | $7,758-8.7% | $6,710+5.6% |
| Admin fee / account holder | $2,866 | $12,400-76.9% | $10,762-73.4% | $11,403-74.9% |