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 | $109,417 | $159,602-31.4% | $150,045-27.1% | $142,382-23.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.38% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,491 | $4,961-49.8% | $4,693-46.9% | $4,299-42.1% |
| Participant deferral / active EE | $6,747 | $8,310-18.8% | $7,997-15.6% | $6,507+3.7% |
| Admin fee / account holder | $1,721 | $14,846-88.4% | $13,435-87.2% | $12,624-86.4% |