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 | $69,076 | $121,625-43.2% | $104,607-34.0% | $158,922-56.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.71% | 465.26%-447.6pp | 340.46%-322.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $4,159 | $3,163+31.5% | $2,681+55.2% | $4,761-12.6% |
| Participant deferral / active EE | $5,817 | $4,177+39.2% | $3,740+55.5% | $5,982-2.8% |
| Admin fee / account holder | $10,134 | $7,787+30.1% | $6,473+56.6% | $11,246-9.9% |