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 | $95,669 | $183,963-48.0% | $162,163-41.0% | $152,861-37.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.93% | 150.76%-130.8pp | 115.59%-95.7pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,151 | $6,371-66.2% | $5,614-61.7% | $4,762-54.8% |
| Participant deferral / active EE | $4,803 | $8,034-40.2% | $7,298-34.2% | $5,850-17.9% |
| Admin fee / account holder | $13,924 | $13,121+6.1% | $10,843+28.4% | $11,596+20.1% |