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 | $63,772 | $232,540-72.6% | $185,117-65.6% | $147,584-56.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 62.11% | 43.03%+19.1pp | 40.50%+21.6pp | 578.55%-516.4pp |
| Employer contribution / active EE | $1,948 | $5,195-62.5% | $4,182-53.4% | $4,876-60.1% |
| Participant deferral / active EE | $12,407 | $5,834+112.7% | $5,045+145.9% | $5,439+128.1% |
| Admin fee / account holder | $1,399 | $10,275-86.4% | $8,159-82.8% | $10,885-87.1% |