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 | $139,811 | $198,466-29.6% | $170,442-18.0% | $147,584-5.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.46% | 257.29%-243.8pp | 205.93%-192.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,999 | $6,184-51.5% | $5,433-44.8% | $4,876-38.5% |
| Participant deferral / active EE | $5,848 | $5,629+3.9% | $4,939+18.4% | $5,439+7.5% |
| Admin fee / account holder | $682 | $16,852-96.0% | $13,880-95.1% | $10,885-93.7% |