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 | $121,642 | $109,817+10.8% | $98,442+23.6% | $167,490-27.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.87% | 1956.69%-1945.8pp | 1492.73%-1481.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,494 | $3,224-22.6% | $2,960-15.7% | $4,837-48.4% |
| Participant deferral / active EE | $3,974 | $4,673-15.0% | $4,276-7.1% | $6,341-37.3% |
| Admin fee / account holder | $6,959 | $6,753+3.1% | $5,949+17.0% | $12,309-43.5% |