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 | $82,516 | $198,466-58.4% | $170,442-51.6% | $147,584-44.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.11% | 257.29%-243.2pp | 205.93%-191.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $7,564 | $6,184+22.3% | $5,433+39.2% | $4,876+55.1% |
| Participant deferral / active EE | $7,750 | $5,629+37.7% | $4,939+56.9% | $5,439+42.5% |
| Admin fee / account holder | $1,203 | $16,852-92.9% | $13,880-91.3% | $10,885-89.0% |