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 | $47,907 | $210,408-77.2% | $153,485-68.8% | $145,922-67.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.52% | 13.37%-3.9pp | 15.65%-6.1pp | 561.29%-551.8pp |
| Employer contribution / active EE | $5,120 | $6,048-15.3% | $5,039+1.6% | $4,660+9.9% |
| Participant deferral / active EE | $5,812 | $7,975-27.1% | $6,757-14.0% | $6,688-13.1% |
| Admin fee / account holder | $6,600 | $19,419-66.0% | $12,724-48.1% | $13,397-50.7% |