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 5-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 | $99,788 | $159,602-37.5% | $150,045-33.5% | $142,382-29.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.39% | 70.24%-53.8pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,400 | $4,961-71.8% | $4,693-70.2% | $4,299-67.4% |
| Participant deferral / active EE | $10,700 | $8,310+28.8% | $7,997+33.8% | $6,507+64.4% |
| Admin fee / account holder | $1,853 | $14,846-87.5% | $13,435-86.2% | $12,624-85.3% |