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 | $59,625 | $148,534-59.9% | $135,903-56.1% | $139,434-57.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.00% | 79.19%-60.2pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,561 | $5,243-32.1% | $4,856-26.7% | $4,751-25.0% |
| Participant deferral / active EE | $4,681 | $8,100-42.2% | $7,758-39.7% | $6,710-30.2% |
| Admin fee / account holder | $853 | $12,400-93.1% | $10,762-92.1% | $11,403-92.5% |