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 | $55,387 | $177,572-68.8% | $154,803-64.2% | $142,382-61.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.46% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,237 | $4,810-53.5% | $4,305-48.0% | $4,299-48.0% |
| Participant deferral / active EE | $4,189 | $6,272-33.2% | $5,540-24.4% | $6,507-35.6% |
| Admin fee / account holder | $22,795 | $16,786+35.8% | $14,329+59.1% | $12,624+80.6% |