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 | $83,694 | $177,572-52.9% | $154,803-45.9% | $142,382-41.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.78% | 65.07%-41.3pp | 58.88%-35.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,716 | $4,810-64.3% | $4,305-60.1% | $4,299-60.1% |
| Participant deferral / active EE | $18,597 | $6,272+196.5% | $5,540+235.6% | $6,507+185.8% |
| Admin fee / account holder | $408 | $16,786-97.6% | $14,329-97.2% | $12,624-96.8% |