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 | $80,302 | $165,335-51.4% | $149,696-46.4% | $158,922-49.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.03% | 348.15%-335.1pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,740 | $5,103-65.9% | $4,644-62.5% | $4,761-63.4% |
| Participant deferral / active EE | $2,899 | $7,181-59.6% | $6,842-57.6% | $5,982-51.5% |
| Admin fee / account holder | $99,317 | $10,807+819.1% | $9,309+966.9% | $11,246+783.2% |