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 | $96,381 | $201,272-52.1% | $184,203-47.7% | $145,922-34.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.14% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $10,296 | $7,022+46.6% | $6,427+60.2% | $4,660+121.0% |
| Participant deferral / active EE | $4,740 | $9,806-51.7% | $9,131-48.1% | $6,688-29.1% |
| Admin fee / account holder | $3,865 | $16,364-76.4% | $13,901-72.2% | $13,397-71.2% |