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 | $83,967 | $162,781-48.4% | $133,956-37.3% | $158,922-47.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.89% | 41.94%-28.1pp | 45.09%-31.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,063 | $4,975-58.5% | $3,919-47.3% | $4,761-56.7% |
| Participant deferral / active EE | $3,434 | $5,911-41.9% | $5,048-32.0% | $5,982-42.6% |
| Admin fee / account holder | $2,422 | $11,736-79.4% | $8,927-72.9% | $11,246-78.5% |