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 | $121,531 | $177,572-31.6% | $154,803-21.5% | $142,382-14.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.44% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,082 | $4,810+5.6% | $4,305+18.0% | $4,299+18.2% |
| Participant deferral / active EE | $15,750 | $6,272+151.1% | $5,540+184.3% | $6,507+142.0% |
| Admin fee / account holder | $1,242 | $16,786-92.6% | $14,329-91.3% | $12,624-90.2% |