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 | $94,189 | $177,572-47.0% | $154,803-39.2% | $142,382-33.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.15% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $17,047 | $4,810+254.4% | $4,305+295.9% | $4,299+296.5% |
| Participant deferral / active EE | $6,394 | $6,272+2.0% | $5,540+15.4% | $6,507-1.7% |
| Admin fee / account holder | $3,242 | $16,786-80.7% | $14,329-77.4% | $12,624-74.3% |