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 | $65,479 | $168,632-61.2% | $147,614-55.6% | $125,391-47.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $6,303 | $6,252+0.8% | $5,564+13.3% | $4,866+29.5% |
| Participant deferral / active EE | $6,816 | $5,507+23.8% | $4,895+39.2% | $5,352+27.4% |
| Admin fee / account holder | $304 | $13,580-97.8% | $11,611-97.4% | $9,540-96.8% |