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 | $61,163 | $183,519-66.7% | $155,509-60.7% | $145,922-58.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.54% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,117 | $5,313-41.3% | $4,672-33.3% | $4,660-33.1% |
| Participant deferral / active EE | $3,974 | $6,462-38.5% | $5,626-29.4% | $6,688-40.6% |
| Admin fee / account holder | $4,639 | $19,313-76.0% | $15,912-70.8% | $13,397-65.4% |