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 | $94,673 | $160,055-40.8% | $140,016-32.4% | $135,375-30.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 9.37% | 911.38%-902.0pp | 651.12%-641.7pp | 519.73%-510.4pp |
| Employer contribution / active EE | $11,208 | $6,420+74.6% | $5,606+99.9% | $4,779+134.5% |
| Participant deferral / active EE | $6,780 | $7,642-11.3% | $6,927-2.1% | $5,609+20.9% |
| Admin fee / account holder | $1,451 | $13,328-89.1% | $10,705-86.5% | $10,827-86.6% |