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 | $93,746 | $228,332-58.9% | $185,823-49.6% | $158,922-41.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.30% | 40.80%-26.5pp | 35.95%-21.6pp | 302.83%-288.5pp |
| Employer contribution / active EE | $4,108 | $4,967-17.3% | $4,087+0.5% | $4,761-13.7% |
| Participant deferral / active EE | $8,887 | $6,415+38.5% | $5,632+57.8% | $5,982+48.6% |
| Admin fee / account holder | $1,006 | $11,864-91.5% | $9,500-89.4% | $11,246-91.1% |