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 | $62,858 | $144,119-56.4% | $117,854-46.7% | $147,584-57.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.23% | 531.15%-515.9pp | 335.08%-319.9pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,818 | $4,896-62.9% | $3,786-52.0% | $4,876-62.7% |
| Participant deferral / active EE | $6,319 | $5,316+18.9% | $4,482+41.0% | $5,439+16.2% |
| Admin fee / account holder | $550 | $10,886-94.9% | $8,020-93.1% | $10,885-94.9% |