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 | $119,823 | $165,335-27.5% | $149,696-20.0% | $158,922-24.6% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 9.19% | 348.15%-339.0pp | 276.60%-267.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $3,408 | $5,103-33.2% | $4,644-26.6% | $4,761-28.4% |
| Participant deferral / active EE | $11,432 | $7,181+59.2% | $6,842+67.1% | $5,982+91.1% |
| Admin fee / account holder | $119,365 | $10,807+1004.6% | $9,309+1182.3% | $11,246+961.4% |