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 | $88,887 | $152,460-41.7% | $118,746-25.1% | $147,584-39.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 12.60% | 17.41%-4.8pp | 24.54%-11.9pp | 578.55%-565.9pp |
| Employer contribution / active EE | $3,820 | $5,046-24.3% | $4,193-8.9% | $4,876-21.7% |
| Participant deferral / active EE | $5,298 | $6,212-14.7% | $5,332-0.7% | $5,439-2.6% |
| Admin fee / account holder | $5,521 | $16,953-67.4% | $10,720-48.5% | $10,885-49.3% |