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 | $110,773 | $190,805-41.9% | $159,960-30.7% | $134,475-17.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 6.76% | 552.23%-545.5pp | 408.60%-401.8pp | 417.96%-411.2pp |
| Employer contribution / active EE | $9,357 | $4,995+87.3% | $4,226+121.4% | $4,740+97.4% |
| Participant deferral / active EE | $9,969 | $6,923+44.0% | $6,182+61.2% | $6,400+55.8% |
| Admin fee / account holder | $23,887 | $10,471+128.1% | $8,698+174.6% | $11,426+109.1% |