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 | $88,800 | $117,983-24.7% | $101,794-12.8% | $142,382-37.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.25% | 36.92%-25.7pp | 30.53%-19.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,458 | $2,773-11.4% | $2,289+7.4% | $4,299-42.8% |
| Participant deferral / active EE | $6,922 | $4,714+46.9% | $4,084+69.5% | $6,507+6.4% |
| Admin fee / account holder | $515 | $10,433-95.1% | $8,777-94.1% | $12,624-95.9% |