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 | $65,013 | $177,572-63.4% | $154,803-58.0% | $142,382-54.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.90% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $6,908 | $4,810+43.6% | $4,305+60.4% | $4,299+60.7% |
| Participant deferral / active EE | $4,799 | $6,272-23.5% | $5,540-13.4% | $6,507-26.3% |
| Admin fee / account holder | $97,647 | $16,786+481.7% | $14,329+581.5% | $12,624+673.5% |