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 | $103,173 | $217,402-52.5% | $185,823-44.5% | $167,490-38.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.26% | 148.36%-139.1pp | 122.05%-112.8pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,901 | $5,873-67.6% | $5,167-63.2% | $4,837-60.7% |
| Participant deferral / active EE | $3,345 | $6,356-47.4% | $5,568-39.9% | $6,341-47.2% |
| Admin fee / account holder | $10,261 | $19,811-48.2% | $16,237-36.8% | $12,309-16.6% |