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 | $115,578 | $172,478-33.0% | $145,661-20.7% | $142,382-18.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 17.69% | 151.09%-133.4pp | 101.46%-83.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $7,476 | $4,899+52.6% | $4,238+76.4% | $4,299+73.9% |
| Participant deferral / active EE | $18,334 | $8,348+119.6% | $7,198+154.7% | $6,507+181.8% |
| Admin fee / account holder | $5,687 | $16,864-66.3% | $12,466-54.4% | $12,624-55.0% |