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 | $96,066 | $159,901-39.9% | $146,958-34.6% | $145,922-34.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.79% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,166 | $5,286-2.3% | $4,933+4.7% | $4,660+10.9% |
| Participant deferral / active EE | $9,209 | $8,428+9.3% | $8,070+14.1% | $6,688+37.7% |
| Admin fee / account holder | $10,518 | $15,044-30.1% | $12,998-19.1% | $13,397-21.5% |