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 | $101,617 | $198,466-48.8% | $170,442-40.4% | $147,584-31.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.87% | 257.29%-247.4pp | 205.93%-196.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $5,408 | $6,184-12.5% | $5,433-0.5% | $4,876+10.9% |
| Participant deferral / active EE | $5,489 | $5,629-2.5% | $4,939+11.1% | $5,439+0.9% |
| Admin fee / account holder | $570 | $16,852-96.6% | $13,880-95.9% | $10,885-94.8% |