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 | $133,217 | $201,259-33.8% | $184,200-27.7% | $145,959-8.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.35% | 28.98%-17.6pp | 28.80%-17.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $3,763 | $7,018-46.4% | $6,424-41.4% | $4,661-19.3% |
| Participant deferral / active EE | $5,849 | $9,806-40.4% | $9,132-35.9% | $6,689-12.5% |
| Admin fee / account holder | $666 | $16,372-95.9% | $13,907-95.2% | $13,398-95.0% |