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 | $131,876 | $154,117-14.4% | $129,995+1.4% | $139,434-5.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.87% | 32.48%-10.6pp | -137.18%+159.0pp | 372.94%-351.1pp |
| Employer contribution / active EE | $4,917 | $5,289-7.0% | $4,320+13.8% | $4,751+3.5% |
| Participant deferral / active EE | $12,551 | $6,710+87.0% | $5,820+115.6% | $6,710+87.0% |
| Admin fee / account holder | $1,914 | $14,007-86.3% | $10,614-82.0% | $11,403-83.2% |