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 | $117,055 | $226,064-48.2% | $182,532-35.9% | $152,861-23.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 11.82% | 192.51%-180.7pp | 148.54%-136.7pp | 345.32%-333.5pp |
| Employer contribution / active EE | $2,224 | $4,978-55.3% | $4,076-45.4% | $4,762-53.3% |
| Participant deferral / active EE | $4,413 | $6,368-30.7% | $5,524-20.1% | $5,850-24.6% |
| Admin fee / account holder | $55,078 | $10,703+414.6% | $8,592+541.0% | $11,596+375.0% |