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 | $131,113 | $148,534-11.7% | $135,903-3.5% | $139,434-6.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.96% | 79.19%-66.2pp | 68.23%-55.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $5,186 | $5,243-1.1% | $4,856+6.8% | $4,751+9.2% |
| Participant deferral / active EE | $6,418 | $8,100-20.8% | $7,758-17.3% | $6,710-4.3% |
| Admin fee / account holder | $1,832 | $12,400-85.2% | $10,762-83.0% | $11,403-83.9% |