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 | $82,115 | $177,572-53.8% | $154,803-47.0% | $142,382-42.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.55% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,035 | $4,810-36.9% | $4,305-29.5% | $4,299-29.4% |
| Participant deferral / active EE | $10,348 | $6,272+65.0% | $5,540+86.8% | $6,507+59.0% |
| Admin fee / account holder | $2,107 | $16,786-87.4% | $14,329-85.3% | $12,624-83.3% |