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 | $71,287 | $103,376-31.0% | $87,100-18.2% | $152,861-53.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.22% | 28.10%-5.9pp | 28.19%-6.0pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,627 | $3,220-18.4% | $2,521+4.2% | $4,762-44.8% |
| Participant deferral / active EE | $5,283 | $4,778+10.6% | $4,049+30.5% | $5,850-9.7% |
| Admin fee / account holder | $8,200 | $12,205-32.8% | $7,497+9.4% | $11,596-29.3% |