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 | $116,198 | $154,117-24.6% | $129,995-10.6% | $139,434-16.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.21% | 32.48%-21.3pp | -137.18%+148.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $15,425 | $5,289+191.6% | $4,320+257.1% | $4,751+224.7% |
| Participant deferral / active EE | $5,625 | $6,710-16.2% | $5,820-3.4% | $6,710-16.2% |
| Admin fee / account holder | $777 | $14,007-94.5% | $10,614-92.7% | $11,403-93.2% |