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 | $105,663 | $148,534-28.9% | $135,903-22.3% | $139,434-24.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.40% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,450 | $5,243-34.2% | $4,856-29.0% | $4,751-27.4% |
| Participant deferral / active EE | $7,799 | $8,100-3.7% | $7,758+0.5% | $6,710+16.2% |
| Admin fee / account holder | $517 | $12,400-95.8% | $10,762-95.2% | $11,403-95.5% |