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 | $99,554 | $177,572-43.9% | $154,803-35.7% | $142,382-30.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.69% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,235 | $4,810-74.3% | $4,305-71.3% | $4,299-71.3% |
| Participant deferral / active EE | $5,134 | $6,272-18.1% | $5,540-7.3% | $6,507-21.1% |
| Admin fee / account holder | $3,112 | $16,786-81.5% | $14,329-78.3% | $12,624-75.3% |