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 | $135,061 | $198,466-31.9% | $170,442-20.8% | $147,584-8.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.20% | 257.29%-239.1pp | 205.93%-187.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $8,164 | $6,184+32.0% | $5,433+50.3% | $4,876+67.4% |
| Participant deferral / active EE | $8,963 | $5,629+59.2% | $4,939+81.5% | $5,439+64.8% |
| Admin fee / account holder | $448 | $16,852-97.3% | $13,880-96.8% | $10,885-95.9% |