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 | $67,346 | $209,411-67.8% | $178,490-62.3% | $158,922-57.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.31% | 188.75%-181.4pp | 151.07%-143.8pp | 302.83%-295.5pp |
| Employer contribution / active EE | $2,262 | $5,706-60.4% | $5,011-54.9% | $4,761-52.5% |
| Participant deferral / active EE | $3,823 | $5,954-35.8% | $5,202-26.5% | $5,982-36.1% |
| Admin fee / account holder | $44,215 | $17,074+159.0% | $13,984+216.2% | $11,246+293.2% |