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 | $64,347 | $217,402-70.4% | $185,823-65.4% | $167,490-61.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.87% | 148.36%-136.5pp | 122.05%-110.2pp | 478.56%-466.7pp |
| Employer contribution / active EE | $6,204 | $5,873+5.6% | $5,167+20.1% | $4,837+28.3% |
| Participant deferral / active EE | $3,668 | $6,356-42.3% | $5,568-34.1% | $6,341-42.2% |
| Admin fee / account holder | $1,389 | $19,811-93.0% | $16,237-91.4% | $12,309-88.7% |