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 | $72,691 | $135,635-46.4% | $110,238-34.1% | $135,375-46.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 12.30% | 513.19%-500.9pp | 314.74%-302.4pp | 519.73%-507.4pp |
| Employer contribution / active EE | $5,883 | $4,906+19.9% | $3,826+53.7% | $4,779+23.1% |
| Participant deferral / active EE | $5,670 | $5,506+3.0% | $4,672+21.4% | $5,609+1.1% |
| Admin fee / account holder | $1,171 | $11,457-89.8% | $8,547-86.3% | $10,827-89.2% |