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 | $63,597 | $126,574-49.8% | $106,213-40.1% | $145,922-56.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.87% | 224.79%-214.9pp | 116.14%-106.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,448 | $3,730-7.6% | $3,171+8.7% | $4,660-26.0% |
| Participant deferral / active EE | $5,730 | $5,724+0.1% | $5,016+14.2% | $6,688-14.3% |
| Admin fee / account holder | $18,612 | $17,304+7.6% | $11,033+68.7% | $13,397+38.9% |