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 | $84,064 | $179,726-53.2% | $156,263-46.2% | $142,382-41.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.27% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,589 | $5,069-48.9% | $4,333-40.3% | $4,299-39.8% |
| Participant deferral / active EE | $5,671 | $6,956-18.5% | $6,158-7.9% | $6,507-12.9% |
| Admin fee / account holder | $369 | $17,272-97.9% | $14,255-97.4% | $12,624-97.1% |