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 | $61,204 | $112,096-45.4% | $95,952-36.2% | $158,922-61.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.08% | 171.09%-160.0pp | 91.61%-80.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $2,433 | $3,198-23.9% | $2,541-4.3% | $4,761-48.9% |
| Participant deferral / active EE | $5,219 | $4,784+9.1% | $4,167+25.2% | $5,982-12.8% |
| Admin fee / account holder | $35,478 | $10,130+250.2% | $6,795+422.1% | $11,246+215.5% |