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 | $76,247 | $165,335-53.9% | $149,696-49.1% | $158,922-52.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.07% | 348.15%-334.1pp | 276.60%-262.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $7,533 | $5,103+47.6% | $4,644+62.2% | $4,761+58.2% |
| Participant deferral / active EE | $7,147 | $7,181-0.5% | $6,842+4.5% | $5,982+19.5% |
| Admin fee / account holder | $739 | $10,807-93.2% | $9,309-92.1% | $11,246-93.4% |