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 | $50,310 | $121,625-58.6% | $104,607-51.9% | $158,922-68.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.12% | 465.26%-448.1pp | 340.46%-323.3pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,298 | $3,163-58.9% | $2,681-51.6% | $4,761-72.7% |
| Participant deferral / active EE | $1,978 | $4,177-52.7% | $3,740-47.1% | $5,982-66.9% |
| Admin fee / account holder | $354 | $7,787-95.5% | $6,473-94.5% | $11,246-96.9% |