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 | $63,899 | $112,881-43.4% | $90,951-29.7% | $158,922-59.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.50% | 215.79%-205.3pp | 134.60%-124.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $6,137 | $2,893+112.1% | $2,122+189.2% | $4,761+28.9% |
| Participant deferral / active EE | $4,858 | $4,128+17.7% | $3,373+44.0% | $5,982-18.8% |
| Admin fee / account holder | $2,712 | $8,041-66.3% | $5,959-54.5% | $11,246-75.9% |