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 | $43,215 | $180,449-76.1% | $154,107-72.0% | $135,375-68.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.49% | 888.09%-884.6pp | 735.12%-731.6pp | 519.73%-516.2pp |
| Employer contribution / active EE | $8,919 | $6,035+47.8% | $5,298+68.4% | $4,779+86.6% |
| Participant deferral / active EE | $8,521 | $5,806+46.8% | $5,081+67.7% | $5,609+51.9% |
| Admin fee / account holder | $567 | $16,143-96.5% | $13,411-95.8% | $10,827-94.8% |