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 | $109,148 | $209,411-47.9% | $178,490-38.8% | $158,922-31.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.13% | 188.75%-180.6pp | 151.07%-142.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $6,085 | $5,706+6.6% | $5,011+21.4% | $4,761+27.8% |
| Participant deferral / active EE | $4,550 | $5,954-23.6% | $5,202-12.5% | $5,982-23.9% |
| Admin fee / account holder | $744 | $17,074-95.6% | $13,984-94.7% | $11,246-93.4% |