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 | $93,525 | $148,534-37.0% | $135,903-31.2% | $139,434-32.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.98% | 79.19%-66.2pp | 68.23%-55.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,874 | $5,243-26.1% | $4,856-20.2% | $4,751-18.5% |
| Participant deferral / active EE | $13,535 | $8,100+67.1% | $7,758+74.5% | $6,710+101.7% |
| Admin fee / account holder | $30,818 | $12,400+148.5% | $10,762+186.4% | $11,403+170.3% |