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 | $53,553 | $140,940-62.0% | $112,229-52.3% | $139,434-61.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.16% | 32.71%-15.5pp | 30.20%-13.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,883 | $4,283-32.7% | $3,430-16.0% | $4,751-39.3% |
| Participant deferral / active EE | $3,633 | $5,874-38.2% | $4,798-24.3% | $6,710-45.9% |
| Admin fee / account holder | $715 | $9,954-92.8% | $7,748-90.8% | $11,403-93.7% |