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 | $115,788 | $197,591-41.4% | $177,821-34.9% | $158,922-27.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.47% | 58.76%-34.3pp | 48.32%-23.9pp | 302.83%-278.4pp |
| Employer contribution / active EE | $2,163 | $6,697-67.7% | $5,918-63.5% | $4,761-54.6% |
| Participant deferral / active EE | $3,770 | $8,405-55.1% | $7,714-51.1% | $5,982-37.0% |
| Admin fee / account holder | $6,483 | $15,399-57.9% | $12,427-47.8% | $11,246-42.4% |