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 | $88,647 | $148,534-40.3% | $135,903-34.8% | $139,434-36.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.89% | 79.19%-36.3pp | 68.23%-25.3pp | 372.94%-330.1pp |
| Employer contribution / active EE | $2,422 | $5,243-53.8% | $4,856-50.1% | $4,751-49.0% |
| Participant deferral / active EE | $7,945 | $8,100-1.9% | $7,758+2.4% | $6,710+18.4% |
| Admin fee / account holder | $3,343 | $12,400-73.0% | $10,762-68.9% | $11,403-70.7% |