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 | $104,832 | $183,963-43.0% | $162,163-35.4% | $152,861-31.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.10% | 150.76%-130.7pp | 115.59%-95.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,760 | $6,371-56.7% | $5,614-50.8% | $4,762-42.0% |
| Participant deferral / active EE | $6,209 | $8,034-22.7% | $7,298-14.9% | $5,850+6.1% |
| Admin fee / account holder | $2,162 | $13,121-83.5% | $10,843-80.1% | $11,596-81.4% |