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 | $65,918 | $77,419-14.9% | $69,455-5.1% | $152,861-56.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 20.59% | 39.06%-18.5pp | 28.97%-8.4pp | 345.32%-324.7pp |
| Employer contribution / active EE | $5,859 | $3,315+76.7% | $2,779+110.8% | $4,762+23.0% |
| Participant deferral / active EE | $2,150 | $4,414-51.3% | $3,535-39.2% | $5,850-63.2% |
| Admin fee / account holder | $609 | $6,207-90.2% | $3,839-84.1% | $11,596-94.8% |