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 | $130,516 | $148,534-12.1% | $135,903-4.0% | $139,434-6.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.14% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,165 | $5,243-58.7% | $4,856-55.4% | $4,751-54.4% |
| Participant deferral / active EE | $5,632 | $8,100-30.5% | $7,758-27.4% | $6,710-16.1% |
| Admin fee / account holder | $22,766 | $12,400+83.6% | $10,762+111.5% | $11,403+99.7% |