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 | $119,009 | $175,202-32.1% | $149,673-20.5% | $139,434-14.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.16% | 166.71%-143.5pp | 134.42%-111.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $7,309 | $5,474+33.5% | $4,818+51.7% | $4,751+53.9% |
| Participant deferral / active EE | $5,492 | $6,519-15.8% | $5,680-3.3% | $6,710-18.2% |
| Admin fee / account holder | $925 | $16,150-94.3% | $13,210-93.0% | $11,403-91.9% |