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 | $85,961 | $171,164-49.8% | $127,761-32.7% | $152,861-43.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 18.97% | 23.54%-4.6pp | 26.14%-7.2pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,406 | $5,447-37.5% | $4,574-25.5% | $4,762-28.5% |
| Participant deferral / active EE | $8,763 | $7,038+24.5% | $6,021+45.5% | $5,850+49.8% |
| Admin fee / account holder | $43,743 | $14,530+201.0% | $9,395+365.6% | $11,596+277.2% |