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 | $127,699 | $154,117-17.1% | $129,995-1.8% | $139,434-8.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.24% | 32.48%-12.2pp | -137.18%+157.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,976 | $5,289-43.7% | $4,320-31.1% | $4,751-37.4% |
| Participant deferral / active EE | $4,739 | $6,710-29.4% | $5,820-18.6% | $6,710-29.4% |
| Admin fee / account holder | $4,628 | $14,007-67.0% | $10,614-56.4% | $11,403-59.4% |