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 | $109,359 | $177,572-38.4% | $154,803-29.4% | $142,382-23.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.91% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $11,006 | $4,810+128.8% | $4,305+155.6% | $4,299+156.0% |
| Participant deferral / active EE | $10,118 | $6,272+61.3% | $5,540+82.6% | $6,507+55.5% |
| Admin fee / account holder | $702 | $16,786-95.8% | $14,329-95.1% | $12,624-94.4% |