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 | $94,770 | $165,335-42.7% | $149,696-36.7% | $158,922-40.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.97% | 348.15%-331.2pp | 276.60%-259.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $6,818 | $5,103+33.6% | $4,644+46.8% | $4,761+43.2% |
| Participant deferral / active EE | $11,485 | $7,181+59.9% | $6,842+67.9% | $5,982+92.0% |
| Admin fee / account holder | $551 | $10,807-94.9% | $9,309-94.1% | $11,246-95.1% |