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 | $62,220 | $165,335-62.4% | $149,696-58.4% | $158,922-60.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.45% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $8,602 | $5,103+68.6% | $4,644+85.2% | $4,761+80.7% |
| Participant deferral / active EE | $6,101 | $7,181-15.0% | $6,842-10.8% | $5,982+2.0% |
| Admin fee / account holder | $3,895 | $10,807-64.0% | $9,309-58.2% | $11,246-65.4% |