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 | $87,222 | $176,056-50.5% | $159,436-45.3% | $167,490-47.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 134.21% | 331.75%-197.5pp | 263.57%-129.4pp | 478.56%-344.4pp |
| Employer contribution / active EE | $6,252 | $5,297+18.0% | $4,829+29.4% | $4,837+29.2% |
| Participant deferral / active EE | $11,333 | $7,750+46.2% | $7,352+54.2% | $6,341+78.7% |
| Admin fee / account holder | $768 | $12,554-93.9% | $10,799-92.9% | $12,309-93.8% |