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 | $156,697 | $110,257+42.1% | $96,544+62.3% | $139,434+12.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.19% | 26.32%-8.1pp | 25.84%-7.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,668 | $3,620+1.3% | $2,965+23.7% | $4,751-22.8% |
| Participant deferral / active EE | $9,663 | $5,548+74.2% | $4,851+99.2% | $6,710+44.0% |
| Admin fee / account holder | $3,814 | $11,591-67.1% | $8,252-53.8% | $11,403-66.6% |