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 | $94,576 | $117,983-19.8% | $101,794-7.1% | $142,382-33.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.12% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,604 | $2,773-42.1% | $2,289-29.9% | $4,299-62.7% |
| Participant deferral / active EE | $4,726 | $4,714+0.3% | $4,084+15.7% | $6,507-27.4% |
| Admin fee / account holder | $685 | $10,433-93.4% | $8,777-92.2% | $12,624-94.6% |