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 | $32,984 | $165,335-80.1% | $149,696-78.0% | $158,922-79.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.30% | 348.15%-324.8pp | 276.60%-253.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $4,565 | $5,103-10.5% | $4,644-1.7% | $4,761-4.1% |
| Participant deferral / active EE | $5,553 | $7,181-22.7% | $6,842-18.8% | $5,982-7.2% |
| Admin fee / account holder | $1,656 | $10,807-84.7% | $9,309-82.2% | $11,246-85.3% |