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 | $73,872 | $117,983-37.4% | $101,794-27.4% | $142,382-48.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.90% | 36.92%-26.0pp | 30.53%-19.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $996 | $2,773-64.1% | $2,289-56.5% | $4,299-76.8% |
| Participant deferral / active EE | $3,960 | $4,714-16.0% | $4,084-3.0% | $6,507-39.1% |
| Admin fee / account holder | $17,095 | $10,433+63.8% | $8,777+94.8% | $12,624+35.4% |