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 | $70,652 | $158,398-55.4% | $126,539-44.2% | $142,382-50.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.44% | 593.76%-573.3pp | 425.95%-405.5pp | 217.08%-196.6pp |
| Employer contribution / active EE | $6,466 | $4,650+39.0% | $3,674+76.0% | $4,299+50.4% |
| Participant deferral / active EE | $6,466 | $4,767+35.6% | $4,083+58.4% | $6,507-0.6% |
| Admin fee / account holder | $406 | $6,918-94.1% | $6,065-93.3% | $12,624-96.8% |