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 | $143,628 | $179,726-20.1% | $156,263-8.1% | $142,382+0.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.85% | 77.86%-58.0pp | 59.47%-39.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $7,841 | $5,069+54.7% | $4,333+81.0% | $4,299+82.4% |
| Participant deferral / active EE | $16,150 | $6,956+132.2% | $6,158+162.2% | $6,507+148.2% |
| Admin fee / account holder | $2,711 | $17,272-84.3% | $14,255-81.0% | $12,624-78.5% |