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 | $98,936 | $159,901-38.1% | $146,958-32.7% | $145,922-32.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.15% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $10,340 | $5,286+95.6% | $4,933+109.6% | $4,660+121.9% |
| Participant deferral / active EE | $2,871 | $8,428-65.9% | $8,070-64.4% | $6,688-57.1% |
| Admin fee / account holder | $54,530 | $15,044+262.5% | $12,998+319.5% | $13,397+307.0% |