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 | $42,765 | $198,466-78.5% | $170,442-74.9% | $147,584-71.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.94% | 257.29%-247.4pp | 205.93%-196.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $7,220 | $6,184+16.8% | $5,433+32.9% | $4,876+48.1% |
| Participant deferral / active EE | $3,317 | $5,629-41.1% | $4,939-32.9% | $5,439-39.0% |
| Admin fee / account holder | $31,213 | $16,852+85.2% | $13,880+124.9% | $10,885+186.7% |