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 | $142,173 | $177,572-19.9% | $154,803-8.2% | $142,382-0.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.43% | 65.07%-50.6pp | 58.88%-44.5pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,379 | $4,810-29.8% | $4,305-21.5% | $4,299-21.4% |
| Participant deferral / active EE | $12,567 | $6,272+100.4% | $5,540+126.8% | $6,507+93.1% |
| Admin fee / account holder | $81,741 | $16,786+387.0% | $14,329+470.5% | $12,624+547.5% |