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 | $125,612 | $177,572-29.3% | $154,803-18.9% | $142,382-11.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.93% | 65.07%-50.1pp | 58.88%-44.0pp | 217.08%-202.1pp |
| Employer contribution / active EE | $14,039 | $4,810+191.8% | $4,305+226.1% | $4,299+226.6% |
| Participant deferral / active EE | $6,649 | $6,272+6.0% | $5,540+20.0% | $6,507+2.2% |
| Admin fee / account holder | $149,964 | $16,786+793.4% | $14,329+946.6% | $12,624+1088.0% |