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 | $52,227 | $165,984-68.5% | $164,813-68.3% | $145,922-64.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.40% | 100.03%-78.6pp | 69.93%-48.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $4,577 | $5,273-13.2% | $4,341+5.4% | $4,660-1.8% |
| Participant deferral / active EE | $8,259 | $6,959+18.7% | $6,031+36.9% | $6,688+23.5% |
| Admin fee / account holder | $4,328 | $16,648-74.0% | $12,690-65.9% | $13,397-67.7% |