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 | $130,539 | $209,411-37.7% | $178,490-26.9% | $158,922-17.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.52% | 188.75%-171.2pp | 151.07%-133.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $3,949 | $5,706-30.8% | $5,011-21.2% | $4,761-17.1% |
| Participant deferral / active EE | $4,410 | $5,954-25.9% | $5,202-15.2% | $5,982-26.3% |
| Admin fee / account holder | $72,287 | $17,074+323.4% | $13,984+416.9% | $11,246+542.8% |