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 | $88,529 | $148,534-40.4% | $135,903-34.9% | $139,434-36.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.95% | 79.19%-65.2pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,488 | $5,243-52.5% | $4,856-48.8% | $4,751-47.6% |
| Participant deferral / active EE | $10,040 | $8,100+23.9% | $7,758+29.4% | $6,710+49.6% |
| Admin fee / account holder | $1,343 | $12,400-89.2% | $10,762-87.5% | $11,403-88.2% |