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 | $115,623 | $135,952-15.0% | $123,892-6.7% | $273,961-57.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.24% | 56.63%-46.4pp | 47.52%-37.3pp | 41.45%-31.2pp |
| Employer contribution / active EE | $3,835 | $5,170-25.8% | $4,617-16.9% | $4,869-21.2% |
| Participant deferral / active EE | $10,184 | $6,343+60.6% | $5,984+70.2% | $5,287+92.6% |
| Admin fee / account holder | $376 | $9,817-96.2% | $8,357-95.5% | $10,132-96.3% |