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 | $126,152 | $228,332-44.8% | $185,823-32.1% | $158,922-20.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.86% | 40.80%-25.9pp | 35.95%-21.1pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,467 | $4,967-50.3% | $4,087-39.6% | $4,761-48.2% |
| Participant deferral / active EE | $4,117 | $6,415-35.8% | $5,632-26.9% | $5,982-31.2% |
| Admin fee / account holder | $417 | $11,864-96.5% | $9,500-95.6% | $11,246-96.3% |