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 | $101,681 | $144,119-29.4% | $117,854-13.7% | $147,584-31.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.09% | 531.15%-517.1pp | 335.08%-321.0pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,166 | $4,896-55.8% | $3,786-42.8% | $4,876-55.6% |
| Participant deferral / active EE | $3,665 | $5,316-31.1% | $4,482-18.2% | $5,439-32.6% |
| Admin fee / account holder | $49,809 | $10,886+357.6% | $8,020+521.1% | $10,885+357.6% |