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 | $79,870 | $183,519-56.5% | $155,509-48.6% | $145,922-45.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.29% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,933 | $5,313-44.8% | $4,672-37.2% | $4,660-37.1% |
| Participant deferral / active EE | $9,807 | $6,462+51.8% | $5,626+74.3% | $6,688+46.6% |
| Admin fee / account holder | $95,276 | $19,313+393.3% | $15,912+498.8% | $13,397+611.2% |