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 | $91,256 | $148,534-38.6% | $135,903-32.9% | $139,434-34.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.59% | 79.19%-66.6pp | 68.23%-55.6pp | 372.94%-360.4pp |
| Employer contribution / active EE | $5,287 | $5,243+0.8% | $4,856+8.9% | $4,751+11.3% |
| Participant deferral / active EE | $15,742 | $8,100+94.3% | $7,758+102.9% | $6,710+134.6% |
| Admin fee / account holder | $75,584 | $12,400+509.6% | $10,762+602.3% | $11,403+562.9% |