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 | $72,695 | $165,335-56.0% | $149,696-51.4% | $158,922-54.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.37% | 348.15%-328.8pp | 276.60%-257.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,346 | $5,103-73.6% | $4,644-71.0% | $4,761-71.7% |
| Participant deferral / active EE | $5,269 | $7,181-26.6% | $6,842-23.0% | $5,982-11.9% |
| Admin fee / account holder | $1,469 | $10,807-86.4% | $9,309-84.2% | $11,246-86.9% |