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 | $69,406 | $198,466-65.0% | $170,442-59.3% | $147,584-53.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.68% | 257.29%-241.6pp | 205.93%-190.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,476 | $6,184-60.0% | $5,433-54.4% | $4,876-49.2% |
| Participant deferral / active EE | $7,720 | $5,629+37.1% | $4,939+56.3% | $5,439+42.0% |
| Admin fee / account holder | $5,714 | $16,852-66.1% | $13,880-58.8% | $10,885-47.5% |