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 | $91,578 | $163,101-43.9% | $136,749-33.0% | $142,382-35.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.60% | 27.54%-14.9pp | 24.33%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,701 | $4,117-10.1% | $3,400+8.9% | $4,299-13.9% |
| Participant deferral / active EE | $8,974 | $5,585+60.7% | $4,692+91.3% | $6,507+37.9% |
| Admin fee / account holder | $3,410 | $14,318-76.2% | $11,386-70.1% | $12,624-73.0% |