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 | $131,781 | $177,572-25.8% | $154,803-14.9% | $142,382-7.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.61% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $19,166 | $4,810+298.4% | $4,305+345.2% | $4,299+345.8% |
| Participant deferral / active EE | $15,523 | $6,272+147.5% | $5,540+180.2% | $6,507+138.6% |
| Admin fee / account holder | $8,206 | $16,786-51.1% | $14,329-42.7% | $12,624-35.0% |