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 | $84,848 | $127,264-33.3% | $109,895-22.8% | $167,490-49.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.49% | 22.97%-3.5pp | 29.45%-10.0pp | 478.56%-459.1pp |
| Employer contribution / active EE | $1,449 | $3,322-56.4% | $2,842-49.0% | $4,837-70.0% |
| Participant deferral / active EE | $5,935 | $4,514+31.5% | $4,048+46.6% | $6,341-6.4% |
| Admin fee / account holder | $2,092 | $7,114-70.6% | $6,066-65.5% | $12,309-83.0% |