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 | $101,999 | $232,540-56.1% | $185,117-44.9% | $147,584-30.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.30% | 43.03%-22.7pp | 40.50%-20.2pp | 578.55%-558.2pp |
| Employer contribution / active EE | $11,638 | $5,195+124.0% | $4,182+178.3% | $4,876+138.7% |
| Participant deferral / active EE | $10,508 | $5,834+80.1% | $5,045+108.3% | $5,439+93.2% |
| Admin fee / account holder | $431 | $10,275-95.8% | $8,159-94.7% | $10,885-96.0% |