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 | $117,587 | $197,591-40.5% | $177,821-33.9% | $158,922-26.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.90% | 58.76%-50.9pp | 48.32%-40.4pp | 302.83%-294.9pp |
| Employer contribution / active EE | $4,747 | $6,697-29.1% | $5,918-19.8% | $4,761-0.3% |
| Participant deferral / active EE | $9,189 | $8,405+9.3% | $7,714+19.1% | $5,982+53.6% |
| Admin fee / account holder | $4,172 | $15,399-72.9% | $12,427-66.4% | $11,246-62.9% |