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 | $74,392 | $138,044-46.1% | $125,339-40.6% | $134,475-44.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.16% | 750.33%-750.2pp | 572.05%-571.9pp | 417.96%-417.8pp |
| Employer contribution / active EE | $5,108 | $5,243-2.6% | $4,814+6.1% | $4,740+7.8% |
| Participant deferral / active EE | $10,611 | $7,799+36.1% | $7,446+42.5% | $6,400+65.8% |
| Admin fee / account holder | $8,209 | $11,571-29.1% | $10,010-18.0% | $11,426-28.2% |