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 | $74,834 | $176,056-57.5% | $159,436-53.1% | $167,490-55.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.65% | 331.75%-312.1pp | 263.57%-243.9pp | 478.56%-458.9pp |
| Employer contribution / active EE | $2,895 | $5,297-45.4% | $4,829-40.1% | $4,837-40.2% |
| Participant deferral / active EE | $4,869 | $7,750-37.2% | $7,352-33.8% | $6,341-23.2% |
| Admin fee / account holder | $44,264 | $12,554+252.6% | $10,799+309.9% | $12,309+259.6% |