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 | $133,087 | $214,378-37.9% | $200,582-33.6% | $142,382-6.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.33% | 46.41%-33.1pp | 42.33%-29.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $7,189 | $6,841+5.1% | $6,419+12.0% | $4,299+67.2% |
| Participant deferral / active EE | $9,159 | $9,865-7.2% | $9,331-1.8% | $6,507+40.8% |
| Admin fee / account holder | $4,003 | $17,692-77.4% | $16,305-75.5% | $12,624-68.3% |