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 | $148,598 | $209,832-29.2% | $189,513-21.6% | $167,490-11.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.87% | 748.27%-728.4pp | 555.15%-535.3pp | 478.56%-458.7pp |
| Employer contribution / active EE | $11,443 | $6,914+65.5% | $6,162+85.7% | $4,837+136.6% |
| Participant deferral / active EE | $11,299 | $8,935+26.5% | $8,221+37.4% | $6,341+78.2% |
| Admin fee / account holder | $1,511 | $14,293-89.4% | $12,045-87.5% | $12,309-87.7% |