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 | $93,817 | $102,828-8.8% | $105,387-11.0% | $152,861-38.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.96% | 20.85%-5.9pp | 26.82%-11.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $5,471 | $4,473+22.3% | $4,213+29.9% | $4,762+14.9% |
| Participant deferral / active EE | $3,483 | $5,465-36.3% | $5,502-36.7% | $5,850-40.5% |
| Admin fee / account holder | $52,141 | $8,683+500.5% | $6,559+695.0% | $11,596+349.6% |