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 | $53,248 | $198,466-73.2% | $170,442-68.8% | $147,584-63.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.90% | 257.29%-247.4pp | 205.93%-196.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $2,546 | $6,184-58.8% | $5,433-53.1% | $4,876-47.8% |
| Participant deferral / active EE | $7,805 | $5,629+38.6% | $4,939+58.0% | $5,439+43.5% |
| Admin fee / account holder | $5,287 | $16,852-68.6% | $13,880-61.9% | $10,885-51.4% |