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 | $75,678 | $101,069-25.1% | $81,478-7.1% | $147,584-48.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 9.54% | 32.40%-22.9pp | 38.78%-29.2pp | 578.55%-569.0pp |
| Employer contribution / active EE | $3,201 | $3,205-0.1% | $2,568+24.7% | $4,876-34.4% |
| Participant deferral / active EE | $7,540 | $4,242+77.8% | $3,537+113.2% | $5,439+38.6% |
| Admin fee / account holder | $87,056 | $5,812+1397.9% | $4,561+1808.7% | $10,885+699.8% |