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 | $117,663 | $226,064-48.0% | $182,532-35.5% | $152,861-23.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.21% | 192.51%-169.3pp | 148.54%-125.3pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,819 | $4,978-23.3% | $4,076-6.3% | $4,762-19.8% |
| Participant deferral / active EE | $9,828 | $6,368+54.3% | $5,524+77.9% | $5,850+68.0% |
| Admin fee / account holder | $456 | $10,703-95.7% | $8,592-94.7% | $11,596-96.1% |