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 | $44,669 | $198,466-77.5% | $170,442-73.8% | $147,584-69.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 34.28% | 257.29%-223.0pp | 205.93%-171.6pp | 578.55%-544.3pp |
| Employer contribution / active EE | $2,746 | $6,184-55.6% | $5,433-49.4% | $4,876-43.7% |
| Participant deferral / active EE | $2,066 | $5,629-63.3% | $4,939-58.2% | $5,439-62.0% |
| Admin fee / account holder | $1,938 | $16,852-88.5% | $13,880-86.0% | $10,885-82.2% |