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 | $88,058 | $162,781-45.9% | $133,956-34.3% | $158,922-44.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.23% | 41.94%-29.7pp | 45.09%-32.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,972 | $4,975-20.2% | $3,919+1.4% | $4,761-16.6% |
| Participant deferral / active EE | $5,526 | $5,911-6.5% | $5,048+9.5% | $5,982-7.6% |
| Admin fee / account holder | $4,988 | $11,736-57.5% | $8,927-44.1% | $11,246-55.6% |