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 4-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 | $123,573 | $159,602-22.6% | $150,045-17.6% | $142,382-13.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.54% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $6,125 | $4,961+23.5% | $4,693+30.5% | $4,299+42.5% |
| Participant deferral / active EE | $6,125 | $8,310-26.3% | $7,997-23.4% | $6,507-5.9% |
| Admin fee / account holder | $2,507 | $14,846-83.1% | $13,435-81.3% | $12,624-80.1% |