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 | $96,567 | $217,402-55.6% | $185,823-48.0% | $167,490-42.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.62% | 148.36%-130.7pp | 122.05%-104.4pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,946 | $5,873-49.8% | $5,167-43.0% | $4,837-39.1% |
| Participant deferral / active EE | $7,213 | $6,356+13.5% | $5,568+29.5% | $6,341+13.7% |
| Admin fee / account holder | $1,977 | $19,811-90.0% | $16,237-87.8% | $12,309-83.9% |