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 | $106,429 | $183,963-42.1% | $162,163-34.4% | $152,861-30.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.28% | 150.76%-125.5pp | 115.59%-90.3pp | 345.32%-320.0pp |
| Employer contribution / active EE | $3,559 | $6,371-44.1% | $5,614-36.6% | $4,762-25.3% |
| Participant deferral / active EE | $5,001 | $8,034-37.8% | $7,298-31.5% | $5,850-14.5% |
| Admin fee / account holder | $1,927 | $13,121-85.3% | $10,843-82.2% | $11,596-83.4% |