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 | $132,261 | $148,534-11.0% | $135,903-2.7% | $139,434-5.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.19% | 79.19%-62.0pp | 68.23%-51.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,884 | $5,243-25.9% | $4,856-20.0% | $4,751-18.3% |
| Participant deferral / active EE | $11,120 | $8,100+37.3% | $7,758+43.3% | $6,710+65.7% |
| Admin fee / account holder | $21,966 | $12,400+77.1% | $10,762+104.1% | $11,403+92.6% |