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 | $79,949 | $179,726-55.5% | $156,263-48.8% | $142,382-43.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.56% | 77.86%-65.3pp | 59.47%-46.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $6,525 | $5,069+28.7% | $4,333+50.6% | $4,299+51.8% |
| Participant deferral / active EE | $5,967 | $6,956-14.2% | $6,158-3.1% | $6,507-8.3% |
| Admin fee / account holder | $672 | $17,272-96.1% | $14,255-95.3% | $12,624-94.7% |