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 | $122,459 | $217,402-43.7% | $185,823-34.1% | $167,490-26.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.03% | 148.36%-127.3pp | 122.05%-101.0pp | 478.56%-457.5pp |
| Employer contribution / active EE | $1,682 | $5,873-71.4% | $5,167-67.4% | $4,837-65.2% |
| Participant deferral / active EE | $9,357 | $6,356+47.2% | $5,568+68.0% | $6,341+47.6% |
| Admin fee / account holder | $821 | $19,811-95.9% | $16,237-94.9% | $12,309-93.3% |