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 | $26,621 | $157,256-83.1% | $141,162-81.1% | $152,861-82.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.26% | 64.32%-44.1pp | 71.39%-51.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,259 | $5,261-57.1% | $4,735-52.3% | $4,762-52.6% |
| Participant deferral / active EE | $5,744 | $7,109-19.2% | $6,709-14.4% | $5,850-1.8% |
| Admin fee / account holder | $726 | $12,120-94.0% | $10,261-92.9% | $11,596-93.7% |