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 | $77,571 | $197,591-60.7% | $177,821-56.4% | $158,922-51.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.05% | 58.76%-38.7pp | 48.32%-28.3pp | 302.83%-282.8pp |
| Employer contribution / active EE | $8,213 | $6,697+22.6% | $5,918+38.8% | $4,761+72.5% |
| Participant deferral / active EE | $13,787 | $8,405+64.0% | $7,714+78.7% | $5,982+130.5% |
| Admin fee / account holder | $6,150 | $15,399-60.1% | $12,427-50.5% | $11,246-45.3% |