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 | $75,223 | $88,672-15.2% | $105,223-28.5% | $82,448-8.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.86% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $3,762 | $3,048+23.4% | $3,689+2.0% | $2,551+47.5% |
| Participant deferral / active EE | $4,991 | $4,036+23.7% | $5,072-1.6% | $4,139+20.6% |
| Admin fee / account holder | $7,882 | $7,146+10.3% | $8,859-11.0% | $7,234+8.9% |