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 | $85,765 | $157,256-45.5% | $141,162-39.2% | $152,861-43.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 68.00% | 64.32%+3.7pp | 71.39%-3.4pp | 345.32%-277.3pp |
| Employer contribution / active EE | $8,932 | $5,261+69.8% | $4,735+88.6% | $4,762+87.6% |
| Participant deferral / active EE | $5,252 | $7,109-26.1% | $6,709-21.7% | $5,850-10.2% |
| Admin fee / account holder | $1,628 | $12,120-86.6% | $10,261-84.1% | $11,596-86.0% |