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 | $74,673 | $209,411-64.3% | $178,490-58.2% | $158,922-53.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.45% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $6,253 | $5,706+9.6% | $5,011+24.8% | $4,761+31.3% |
| Participant deferral / active EE | $4,878 | $5,954-18.1% | $5,202-6.2% | $5,982-18.5% |
| Admin fee / account holder | $759 | $17,074-95.6% | $13,984-94.6% | $11,246-93.3% |