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 | $158,127 | $201,272-21.4% | $184,203-14.2% | $145,922+8.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.16% | 29.00%-13.8pp | 28.81%-13.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,766 | $7,022-74.8% | $6,427-72.5% | $4,660-62.1% |
| Participant deferral / active EE | $4,227 | $9,806-56.9% | $9,131-53.7% | $6,688-36.8% |
| Admin fee / account holder | $3,234 | $16,364-80.2% | $13,901-76.7% | $13,397-75.9% |