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 | $73,260 | $177,572-58.7% | $154,803-52.7% | $142,382-48.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.73% | 65.07%-44.3pp | 58.88%-38.2pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,060 | $4,810-36.4% | $4,305-28.9% | $4,299-28.8% |
| Participant deferral / active EE | $7,172 | $6,272+14.4% | $5,540+29.4% | $6,507+10.2% |
| Admin fee / account holder | $674 | $16,786-96.0% | $14,329-95.3% | $12,624-94.7% |