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 | $102,886 | $183,519-43.9% | $155,509-33.8% | $145,922-29.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.76% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,207 | $5,313-39.6% | $4,672-31.4% | $4,660-31.2% |
| Participant deferral / active EE | $4,917 | $6,462-23.9% | $5,626-12.6% | $6,688-26.5% |
| Admin fee / account holder | $3,968 | $19,313-79.5% | $15,912-75.1% | $13,397-70.4% |