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 | $139,097 | $197,591-29.6% | $177,821-21.8% | $158,922-12.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.17% | 58.76%-42.6pp | 48.32%-32.1pp | 302.83%-286.7pp |
| Employer contribution / active EE | $9,492 | $6,697+41.7% | $5,918+60.4% | $4,761+99.4% |
| Participant deferral / active EE | $5,581 | $8,405-33.6% | $7,714-27.7% | $5,982-6.7% |
| Admin fee / account holder | $1,685 | $15,399-89.1% | $12,427-86.4% | $11,246-85.0% |