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 | $50,137 | $165,335-69.7% | $149,696-66.5% | $158,922-68.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.94% | 348.15%-328.2pp | 276.60%-256.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,862 | $5,103-43.9% | $4,644-38.4% | $4,761-39.9% |
| Participant deferral / active EE | $6,519 | $7,181-9.2% | $6,842-4.7% | $5,982+9.0% |
| Admin fee / account holder | $1,612 | $10,807-85.1% | $9,309-82.7% | $11,246-85.7% |