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 | $152,505 | $228,332-33.2% | $185,823-17.9% | $158,922-4.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.76% | 40.80%-24.0pp | 35.95%-19.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,722 | $4,967-65.3% | $4,087-57.9% | $4,761-63.8% |
| Participant deferral / active EE | $8,257 | $6,415+28.7% | $5,632+46.6% | $5,982+38.0% |
| Admin fee / account holder | $20,929 | $11,864+76.4% | $9,500+120.3% | $11,246+86.1% |