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 | $76,059 | $165,335-54.0% | $149,696-49.2% | $158,922-52.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.09% | 348.15%-337.1pp | 276.60%-265.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $3,603 | $5,103-29.4% | $4,644-22.4% | $4,761-24.3% |
| Participant deferral / active EE | $13,445 | $7,181+87.2% | $6,842+96.5% | $5,982+124.8% |
| Admin fee / account holder | $2,223 | $10,807-79.4% | $9,309-76.1% | $11,246-80.2% |