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 | $71,821 | $112,881-36.4% | $90,951-21.0% | $158,922-54.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.75% | 215.79%-204.0pp | 134.60%-122.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $3,549 | $2,893+22.7% | $2,122+67.3% | $4,761-25.5% |
| Participant deferral / active EE | $7,774 | $4,128+88.3% | $3,373+130.5% | $5,982+30.0% |
| Admin fee / account holder | $5,314 | $8,041-33.9% | $5,959-10.8% | $11,246-52.8% |