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 | $130,484 | $180,449-27.7% | $154,107-15.3% | $135,375-3.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 14.05% | 888.09%-874.0pp | 735.12%-721.1pp | 519.73%-505.7pp |
| Employer contribution / active EE | $2,877 | $6,035-52.3% | $5,298-45.7% | $4,779-39.8% |
| Participant deferral / active EE | $10,069 | $5,806+73.4% | $5,081+98.2% | $5,609+79.5% |
| Admin fee / account holder | $1,539 | $16,143-90.5% | $13,411-88.5% | $10,827-85.8% |