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 | $55,014 | $108,919-49.5% | $100,391-45.2% | $145,922-62.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.61% | 57.88%-43.3pp | 49.20%-34.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,739 | $4,419-38.0% | $3,942-30.5% | $4,660-41.2% |
| Participant deferral / active EE | $3,875 | $8,445-54.1% | $8,082-52.0% | $6,688-42.1% |
| Admin fee / account holder | $1,778 | $9,689-81.6% | $7,899-77.5% | $13,397-86.7% |