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 5-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 | $105,495 | $201,259-47.6% | $184,200-42.7% | $145,959-27.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.53% | 28.98%-18.5pp | 28.80%-18.3pp | 561.95%-551.4pp |
| Employer contribution / active EE | $6,780 | $7,018-3.4% | $6,424+5.5% | $4,661+45.5% |
| Participant deferral / active EE | $12,508 | $9,806+27.5% | $9,132+37.0% | $6,689+87.0% |
| Admin fee / account holder | $49,024 | $16,372+199.4% | $13,907+252.5% | $13,398+265.9% |