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 | $69,504 | $176,056-60.5% | $159,436-56.4% | $167,490-58.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.94% | 331.75%-318.8pp | 263.57%-250.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $4,168 | $5,297-21.3% | $4,829-13.7% | $4,837-13.8% |
| Participant deferral / active EE | $3,864 | $7,750-50.1% | $7,352-47.4% | $6,341-39.1% |
| Admin fee / account holder | $7,316 | $12,554-41.7% | $10,799-32.2% | $12,309-40.6% |