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 | $76,586 | $176,056-56.5% | $159,436-52.0% | $167,490-54.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.57% | 331.75%-315.2pp | 263.57%-247.0pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,661 | $5,297-68.6% | $4,829-65.6% | $4,837-65.7% |
| Participant deferral / active EE | $3,937 | $7,750-49.2% | $7,352-46.5% | $6,341-37.9% |
| Admin fee / account holder | $469 | $12,554-96.3% | $10,799-95.7% | $12,309-96.2% |