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 | $61,917 | $228,332-72.9% | $185,823-66.7% | $158,922-61.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.13% | 40.80%-28.7pp | 35.95%-23.8pp | 302.83%-290.7pp |
| Employer contribution / active EE | $3,516 | $4,967-29.2% | $4,087-14.0% | $4,761-26.1% |
| Participant deferral / active EE | $2,767 | $6,415-56.9% | $5,632-50.9% | $5,982-53.8% |
| Admin fee / account holder | $4,894 | $11,864-58.8% | $9,500-48.5% | $11,246-56.5% |