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 6-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 | $102,613 | $111,535-8.0% | $105,223-2.5% | $137,256-25.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.54% | 237.85%-216.3pp | 180.65%-159.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,305 | $3,939-66.9% | $3,689-64.6% | $4,156-68.6% |
| Participant deferral / active EE | $9,509 | $5,500+72.9% | $5,072+87.5% | $6,407+48.4% |
| Admin fee / account holder | $873 | $9,721-91.0% | $8,859-90.1% | $12,270-92.9% |