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 | $117,411 | $198,466-40.8% | $170,442-31.1% | $147,584-20.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.88% | 257.29%-242.4pp | 205.93%-191.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $5,610 | $6,184-9.3% | $5,433+3.3% | $4,876+15.0% |
| Participant deferral / active EE | $10,106 | $5,629+79.5% | $4,939+104.6% | $5,439+85.8% |
| Admin fee / account holder | $771 | $16,852-95.4% | $13,880-94.4% | $10,885-92.9% |