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 | $107,796 | $185,822-42.0% | $169,993-36.6% | $139,434-22.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.92% | 60.50%-46.6pp | 53.37%-39.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,383 | $7,590-68.6% | $6,785-64.9% | $4,751-49.8% |
| Participant deferral / active EE | $3,376 | $11,622-70.9% | $10,408-67.6% | $6,710-49.7% |
| Admin fee / account holder | $23,348 | $15,381+51.8% | $12,815+82.2% | $11,403+104.8% |