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 | $125,675 | $183,963-31.7% | $162,163-22.5% | $152,861-17.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.42% | 150.76%-125.3pp | 115.59%-90.2pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,847 | $6,371-39.6% | $5,614-31.5% | $4,762-19.2% |
| Participant deferral / active EE | $11,628 | $8,034+44.7% | $7,298+59.3% | $5,850+98.8% |
| Admin fee / account holder | $3,131 | $13,121-76.1% | $10,843-71.1% | $11,596-73.0% |