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 | $95,472 | $117,841-19.0% | $102,423-6.8% | $145,922-34.6% |
| Participation rate | 95.5% | 78.6%+16.9pp | 76.5%+19.0pp | 80.3%+15.2pp |
| Annual return | 14.81% | 31.65%-16.8pp | 29.32%-14.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,177 | $3,615-12.1% | $3,023+5.1% | $4,660-31.8% |
| Participant deferral / active EE | $8,864 | $5,731+54.7% | $5,053+75.4% | $6,688+32.5% |
| Admin fee / account holder | $3,159 | $13,326-76.3% | $9,451-66.6% | $13,397-76.4% |