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 | $66,006 | $124,281-46.9% | $109,143-39.5% | $167,490-60.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.94% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,460 | $4,207-41.5% | $3,722-33.9% | $4,837-49.2% |
| Participant deferral / active EE | $5,547 | $5,255+5.5% | $4,653+19.2% | $6,341-12.5% |
| Admin fee / account holder | $39,680 | $7,970+397.9% | $6,752+487.7% | $12,309+222.4% |