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 | $78,120 | $198,466-60.6% | $170,442-54.2% | $147,584-47.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.98% | 257.29%-240.3pp | 205.93%-188.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $8,082 | $6,184+30.7% | $5,433+48.8% | $4,876+65.7% |
| Participant deferral / active EE | $3,504 | $5,629-37.8% | $4,939-29.1% | $5,439-35.6% |
| Admin fee / account holder | $11,389 | $16,852-32.4% | $13,880-18.0% | $10,885+4.6% |