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 | $62,924 | $159,901-60.6% | $146,958-57.2% | $145,922-56.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.54% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,763 | $5,286-47.7% | $4,933-44.0% | $4,660-40.7% |
| Participant deferral / active EE | $7,415 | $8,428-12.0% | $8,070-8.1% | $6,688+10.9% |
| Admin fee / account holder | $17,442 | $15,044+15.9% | $12,998+34.2% | $13,397+30.2% |