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 | $61,007 | $103,376-41.0% | $87,100-30.0% | $152,861-60.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.38% | 28.10%-4.7pp | 28.19%-4.8pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,333 | $3,220-27.6% | $2,521-7.5% | $4,762-51.0% |
| Participant deferral / active EE | $6,978 | $4,778+46.0% | $4,049+72.4% | $5,850+19.3% |
| Admin fee / account holder | $6,827 | $12,205-44.1% | $7,497-8.9% | $11,596-41.1% |