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 | $75,776 | $227,553-66.7% | $189,557-60.0% | $167,490-54.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.81% | 78.40%-59.6pp | 64.17%-45.4pp | 478.56%-459.7pp |
| Employer contribution / active EE | $4,110 | $5,316-22.7% | $4,412-6.9% | $4,837-15.0% |
| Participant deferral / active EE | $8,010 | $7,002+14.4% | $6,174+29.7% | $6,341+26.3% |
| Admin fee / account holder | $981 | $11,878-91.7% | $9,807-90.0% | $12,309-92.0% |