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 | $89,992 | $198,466-54.7% | $170,442-47.2% | $147,584-39.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.03% | 257.29%-246.3pp | 205.93%-194.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $4,691 | $6,184-24.1% | $5,433-13.7% | $4,876-3.8% |
| Participant deferral / active EE | $3,041 | $5,629-46.0% | $4,939-38.4% | $5,439-44.1% |
| Admin fee / account holder | $2,926 | $16,852-82.6% | $13,880-78.9% | $10,885-73.1% |