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 | $121,084 | $198,466-39.0% | $170,442-29.0% | $147,584-18.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.25% | 257.29%-242.0pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,660 | $6,184-57.0% | $5,433-51.0% | $4,876-45.5% |
| Participant deferral / active EE | $8,732 | $5,629+55.1% | $4,939+76.8% | $5,439+60.6% |
| Admin fee / account holder | $759 | $16,852-95.5% | $13,880-94.5% | $10,885-93.0% |