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 | $52,164 | $198,466-73.7% | $170,442-69.4% | $147,584-64.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.47% | 257.29%-239.8pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,055 | $6,184-66.8% | $5,433-62.2% | $4,876-57.9% |
| Participant deferral / active EE | $5,216 | $5,629-7.3% | $4,939+5.6% | $5,439-4.1% |
| Admin fee / account holder | $1,823 | $16,852-89.2% | $13,880-86.9% | $10,885-83.3% |