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 | $121,895 | $148,534-17.9% | $135,903-10.3% | $139,434-12.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.96% | 79.19%-65.2pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,298 | $5,243-37.1% | $4,856-32.1% | $4,751-30.6% |
| Participant deferral / active EE | $4,678 | $8,100-42.2% | $7,758-39.7% | $6,710-30.3% |
| Admin fee / account holder | $15,675 | $12,400+26.4% | $10,762+45.7% | $11,403+37.5% |