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 | $67,722 | $209,411-67.7% | $178,490-62.1% | $158,922-57.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.47% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $8,720 | $5,706+52.8% | $5,011+74.0% | $4,761+83.1% |
| Participant deferral / active EE | $3,843 | $5,954-35.5% | $5,202-26.1% | $5,982-35.8% |
| Admin fee / account holder | $2,982 | $17,074-82.5% | $13,984-78.7% | $11,246-73.5% |