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 | $102,836 | $198,466-48.2% | $170,442-39.7% | $147,584-30.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.56% | 257.29%-241.7pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,169 | $6,184-64.9% | $5,433-60.1% | $4,876-55.5% |
| Participant deferral / active EE | $4,450 | $5,629-20.9% | $4,939-9.9% | $5,439-18.2% |
| Admin fee / account holder | $955 | $16,852-94.3% | $13,880-93.1% | $10,885-91.2% |