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 | $134,457 | $159,602-15.8% | $150,045-10.4% | $142,382-5.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.00% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,363 | $4,961-32.2% | $4,693-28.3% | $4,299-21.8% |
| Participant deferral / active EE | $5,960 | $8,310-28.3% | $7,997-25.5% | $6,507-8.4% |
| Admin fee / account holder | $6,772 | $14,846-54.4% | $13,435-49.6% | $12,624-46.4% |