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 | $94,821 | $148,534-36.2% | $135,903-30.2% | $139,434-32.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.22% | 79.19%-59.0pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $8,349 | $5,243+59.2% | $4,856+71.9% | $4,751+75.7% |
| Participant deferral / active EE | $6,887 | $8,100-15.0% | $7,758-11.2% | $6,710+2.6% |
| Admin fee / account holder | $12,584 | $12,400+1.5% | $10,762+16.9% | $11,403+10.4% |