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 | $106,182 | $159,602-33.5% | $150,045-29.2% | $142,382-25.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.06% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,323 | $4,961+7.3% | $4,693+13.4% | $4,299+23.8% |
| Participant deferral / active EE | $4,920 | $8,310-40.8% | $7,997-38.5% | $6,507-24.4% |
| Admin fee / account holder | $7,751 | $14,846-47.8% | $13,435-42.3% | $12,624-38.6% |