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 | $94,500 | $163,101-42.1% | $136,749-30.9% | $142,382-33.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.66% | 27.54%-14.9pp | 24.33%-11.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $938 | $4,117-77.2% | $3,400-72.4% | $4,299-78.2% |
| Participant deferral / active EE | $6,104 | $5,585+9.3% | $4,692+30.1% | $6,507-6.2% |
| Admin fee / account holder | $341 | $14,318-97.6% | $11,386-97.0% | $12,624-97.3% |