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 | $117,418 | $179,726-34.7% | $156,263-24.9% | $142,382-17.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.08% | 77.86%-66.8pp | 59.47%-48.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,112 | $5,069-58.3% | $4,333-51.3% | $4,299-50.9% |
| Participant deferral / active EE | $3,965 | $6,956-43.0% | $6,158-35.6% | $6,507-39.1% |
| Admin fee / account holder | $27,845 | $17,272+61.2% | $14,255+95.3% | $12,624+120.6% |