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 | $72,194 | $201,272-64.1% | $184,203-60.8% | $145,922-50.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.08% | 29.00%-9.9pp | 28.81%-9.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $3,445 | $7,022-50.9% | $6,427-46.4% | $4,660-26.1% |
| Participant deferral / active EE | $4,025 | $9,806-59.0% | $9,131-55.9% | $6,688-39.8% |
| Admin fee / account holder | $1,240 | $16,364-92.4% | $13,901-91.1% | $13,397-90.7% |