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 | $72,971 | $158,398-53.9% | $126,539-42.3% | $142,382-48.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.74% | 593.76%-580.0pp | 425.95%-412.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,579 | $4,650-1.5% | $3,674+24.6% | $4,299+6.5% |
| Participant deferral / active EE | $6,503 | $4,767+36.4% | $4,083+59.3% | $6,507-0.1% |
| Admin fee / account holder | $3,365 | $6,918-51.4% | $6,065-44.5% | $12,624-73.3% |