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 | $64,410 | $106,515-39.5% | $96,683-33.4% | $139,434-53.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.77% | 38.43%-22.7pp | 35.69%-19.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,502 | $4,103-14.6% | $3,737-6.3% | $4,751-26.3% |
| Participant deferral / active EE | $7,290 | $5,454+33.7% | $4,878+49.4% | $6,710+8.6% |
| Admin fee / account holder | $29,864 | $7,877+279.1% | $6,730+343.8% | $11,403+161.9% |