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 | $58,814 | $158,398-62.9% | $126,539-53.5% | $142,382-58.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.54% | 593.76%-583.2pp | 425.95%-415.4pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,798 | $4,650-61.3% | $3,674-51.1% | $4,299-58.2% |
| Participant deferral / active EE | $3,689 | $4,767-22.6% | $4,083-9.6% | $6,507-43.3% |
| Admin fee / account holder | $7,478 | $6,918+8.1% | $6,065+23.3% | $12,624-40.8% |