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 | $96,614 | $183,519-47.4% | $155,509-37.9% | $145,922-33.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.26% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,120 | $5,313-60.1% | $4,672-54.6% | $4,660-54.5% |
| Participant deferral / active EE | $8,543 | $6,462+32.2% | $5,626+51.9% | $6,688+27.7% |
| Admin fee / account holder | $7,520 | $19,313-61.1% | $15,912-52.7% | $13,397-43.9% |