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 | $62,464 | $209,411-70.2% | $178,490-65.0% | $158,922-60.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.30% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,543 | $5,706-55.4% | $5,011-49.2% | $4,761-46.6% |
| Participant deferral / active EE | $5,341 | $5,954-10.3% | $5,202+2.7% | $5,982-10.7% |
| Admin fee / account holder | $2,165 | $17,074-87.3% | $13,984-84.5% | $11,246-80.8% |