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 | $109,097 | $177,572-38.6% | $154,803-29.5% | $142,382-23.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.60% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,855 | $4,810-19.9% | $4,305-10.5% | $4,299-10.3% |
| Participant deferral / active EE | $7,178 | $6,272+14.5% | $5,540+29.6% | $6,507+10.3% |
| Admin fee / account holder | $2,816 | $16,786-83.2% | $14,329-80.3% | $12,624-77.7% |