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 | $94,343 | $209,411-54.9% | $178,490-47.1% | $158,922-40.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.47% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $7,728 | $5,706+35.4% | $5,011+54.2% | $4,761+62.3% |
| Participant deferral / active EE | $3,682 | $5,954-38.2% | $5,202-29.2% | $5,982-38.5% |
| Admin fee / account holder | $479 | $17,074-97.2% | $13,984-96.6% | $11,246-95.7% |