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 | $97,253 | $148,534-34.5% | $135,903-28.4% | $139,434-30.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.10% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,046 | $5,243-41.9% | $4,856-37.3% | $4,751-35.9% |
| Participant deferral / active EE | $6,682 | $8,100-17.5% | $7,758-13.9% | $6,710-0.4% |
| Admin fee / account holder | $897 | $12,400-92.8% | $10,762-91.7% | $11,403-92.1% |