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 | $120,218 | $209,832-42.7% | $189,513-36.6% | $167,490-28.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.89% | 748.27%-738.4pp | 555.15%-545.3pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,931 | $6,914-72.1% | $6,162-68.7% | $4,837-60.1% |
| Participant deferral / active EE | $5,735 | $8,935-35.8% | $8,221-30.2% | $6,341-9.6% |
| Admin fee / account holder | $401 | $14,293-97.2% | $12,045-96.7% | $12,309-96.7% |