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 | $125,153 | $177,572-29.5% | $154,803-19.2% | $142,382-12.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.86% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,774 | $4,810-63.1% | $4,305-58.8% | $4,299-58.7% |
| Participant deferral / active EE | $5,347 | $6,272-14.7% | $5,540-3.5% | $6,507-17.8% |
| Admin fee / account holder | $588 | $16,786-96.5% | $14,329-95.9% | $12,624-95.3% |