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 | $105,052 | $107,334-2.1% | $92,893+13.1% | $152,861-31.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.94% | 145.58%-122.6pp | 109.41%-86.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,196 | $4,221-48.0% | $3,653-39.9% | $4,762-53.9% |
| Participant deferral / active EE | $11,400 | $4,845+135.3% | $4,236+169.1% | $5,850+94.9% |
| Admin fee / account holder | $764 | $7,079-89.2% | $5,794-86.8% | $11,596-93.4% |