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 | $145,090 | $201,272-27.9% | $184,203-21.2% | $145,922-0.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.01% | 29.00%-18.0pp | 28.81%-17.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $7,861 | $7,022+12.0% | $6,427+22.3% | $4,660+68.7% |
| Participant deferral / active EE | $6,417 | $9,806-34.6% | $9,131-29.7% | $6,688-4.1% |
| Admin fee / account holder | $4,604 | $16,364-71.9% | $13,901-66.9% | $13,397-65.6% |