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 | $46,874 | $209,411-77.6% | $178,490-73.7% | $158,922-70.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.22% | 188.75%-180.5pp | 151.07%-142.9pp | 302.83%-294.6pp |
| Employer contribution / active EE | $7,754 | $5,706+35.9% | $5,011+54.8% | $4,761+62.9% |
| Participant deferral / active EE | $4,333 | $5,954-27.2% | $5,202-16.7% | $5,982-27.6% |
| Admin fee / account holder | $18,961 | $17,074+11.1% | $13,984+35.6% | $11,246+68.6% |