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 | $158,596 | $117,841+34.6% | $102,423+54.8% | $145,922+8.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.63% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,041 | $3,615-43.5% | $3,023-32.5% | $4,660-56.2% |
| Participant deferral / active EE | $4,379 | $5,731-23.6% | $5,053-13.3% | $6,688-34.5% |
| Admin fee / account holder | $11,583 | $13,326-13.1% | $9,451+22.6% | $13,397-13.5% |