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 | $99,285 | $217,402-54.3% | $185,823-46.6% | $167,490-40.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.74% | 148.36%-136.6pp | 122.05%-110.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,657 | $5,873-54.8% | $5,167-48.6% | $4,837-45.1% |
| Participant deferral / active EE | $13,975 | $6,356+119.9% | $5,568+151.0% | $6,341+120.4% |
| Admin fee / account holder | $642 | $19,811-96.8% | $16,237-96.0% | $12,309-94.8% |