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 | $92,126 | $118,680-22.4% | $98,907-6.9% | $158,922-42.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.33% | 372.35%-363.0pp | 196.43%-187.1pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,961 | $3,333-41.2% | $2,689-27.1% | $4,761-58.8% |
| Participant deferral / active EE | $4,649 | $5,088-8.6% | $4,244+9.5% | $5,982-22.3% |
| Admin fee / account holder | $519 | $10,131-94.9% | $6,642-92.2% | $11,246-95.4% |