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 | $56,528 | $63,346-10.8% | $92,233-38.7% | $70,131-19.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.74% | 530.12%-509.4pp | 176.28%-155.5pp | 73.14%-52.4pp |
| Employer contribution / active EE | $6,667 | $2,471+169.8% | $3,679+81.2% | $2,342+184.6% |
| Participant deferral / active EE | $3,737 | $2,854+31.0% | $3,897-4.1% | $3,332+12.2% |
| Admin fee / account holder | $458 | $3,840-88.1% | $5,194-91.2% | $4,645-90.1% |