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 | $81,600 | $105,859-22.9% | $90,160-9.5% | $147,584-44.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.90% | 37.63%-25.7pp | 34.88%-23.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,953 | $4,126-52.7% | $3,318-41.1% | $4,876-59.9% |
| Participant deferral / active EE | $1,953 | $5,733-65.9% | $5,288-63.1% | $5,439-64.1% |
| Admin fee / account holder | $7,047 | $8,046-12.4% | $5,943+18.6% | $10,885-35.3% |