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 | $92,612 | $148,534-37.6% | $135,903-31.9% | $139,434-33.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.69% | 79.19%-56.5pp | 68.23%-45.5pp | 372.94%-350.3pp |
| Employer contribution / active EE | $5,441 | $5,243+3.8% | $4,856+12.0% | $4,751+14.5% |
| Participant deferral / active EE | $9,846 | $8,100+21.5% | $7,758+26.9% | $6,710+46.7% |
| Admin fee / account holder | $3,797 | $12,400-69.4% | $10,762-64.7% | $11,403-66.7% |