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 | $121,111 | $227,553-46.8% | $189,557-36.1% | $167,490-27.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.60% | 78.40%-66.8pp | 64.17%-52.6pp | 478.56%-467.0pp |
| Employer contribution / active EE | $5,166 | $5,316-2.8% | $4,412+17.1% | $4,837+6.8% |
| Participant deferral / active EE | $8,869 | $7,002+26.7% | $6,174+43.7% | $6,341+39.9% |
| Admin fee / account holder | $64,388 | $11,878+442.1% | $9,807+556.5% | $12,309+423.1% |