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 | $83,636 | $176,056-52.5% | $159,436-47.5% | $167,490-50.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.13% | 331.75%-318.6pp | 263.57%-250.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,906 | $5,297-45.1% | $4,829-39.8% | $4,837-39.9% |
| Participant deferral / active EE | $5,491 | $7,750-29.1% | $7,352-25.3% | $6,341-13.4% |
| Admin fee / account holder | $2,709 | $12,554-78.4% | $10,799-74.9% | $12,309-78.0% |