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 | $141,888 | $228,332-37.9% | $185,823-23.6% | $158,922-10.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.91% | 40.80%-25.9pp | 35.95%-21.0pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,839 | $4,967-22.7% | $4,087-6.1% | $4,761-19.4% |
| Participant deferral / active EE | $6,867 | $6,415+7.0% | $5,632+21.9% | $5,982+14.8% |
| Admin fee / account holder | $58,263 | $11,864+391.1% | $9,500+513.3% | $11,246+418.1% |