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 | $108,365 | $162,781-33.4% | $133,956-19.1% | $158,922-31.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.11% | 41.94%-29.8pp | 45.09%-33.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $3,502 | $4,975-29.6% | $3,919-10.6% | $4,761-26.5% |
| Participant deferral / active EE | $6,436 | $5,911+8.9% | $5,048+27.5% | $5,982+7.6% |
| Admin fee / account holder | $1,459 | $11,736-87.6% | $8,927-83.7% | $11,246-87.0% |