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 | $129,638 | $202,432-36.0% | $169,368-23.5% | $139,434-7.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.45% | 531.74%-515.3pp | 405.60%-389.1pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,313 | $4,692-29.4% | $4,013-17.4% | $4,751-30.3% |
| Participant deferral / active EE | $7,007 | $6,938+1.0% | $6,221+12.6% | $6,710+4.4% |
| Admin fee / account holder | $639 | $10,708-94.0% | $9,003-92.9% | $11,403-94.4% |