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 | $90,071 | $201,272-55.2% | $184,203-51.1% | $145,922-38.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.46% | 29.00%-17.5pp | 28.81%-17.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,275 | $7,022-53.4% | $6,427-49.0% | $4,660-29.7% |
| Participant deferral / active EE | $4,998 | $9,806-49.0% | $9,131-45.3% | $6,688-25.3% |
| Admin fee / account holder | $24,118 | $16,364+47.4% | $13,901+73.5% | $13,397+80.0% |