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 | $64,532 | $177,572-63.7% | $154,803-58.3% | $142,382-54.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.09% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,249 | $4,810-53.3% | $4,305-47.8% | $4,299-47.7% |
| Participant deferral / active EE | $2,666 | $6,272-57.5% | $5,540-51.9% | $6,507-59.0% |
| Admin fee / account holder | $413 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |