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 | $38,537 | $209,411-81.6% | $178,490-78.4% | $158,922-75.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.68% | 188.75%-170.1pp | 151.07%-132.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,870 | $5,706-49.7% | $5,011-42.7% | $4,761-39.7% |
| Participant deferral / active EE | $3,746 | $5,954-37.1% | $5,202-28.0% | $5,982-37.4% |
| Admin fee / account holder | $792 | $17,074-95.4% | $13,984-94.3% | $11,246-93.0% |