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 | $72,558 | $159,602-54.5% | $150,045-51.6% | $142,382-49.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.91% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,075 | $4,961-17.9% | $4,693-13.2% | $4,299-5.2% |
| Participant deferral / active EE | $9,169 | $8,310+10.3% | $7,997+14.7% | $6,507+40.9% |
| Admin fee / account holder | $13,585 | $14,846-8.5% | $13,435+1.1% | $12,624+7.6% |