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 | $113,645 | $169,032-32.8% | $129,207-12.0% | $145,922-22.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.95% | 14330.11%-14318.2pp | 9417.33%-9405.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,317 | $5,537-22.0% | $4,153+4.0% | $4,660-7.3% |
| Participant deferral / active EE | $2,843 | $4,987-43.0% | $4,168-31.8% | $6,688-57.5% |
| Admin fee / account holder | $30,377 | $9,954+205.2% | $7,715+293.8% | $13,397+126.7% |