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 | $27,942 | $183,519-84.8% | $155,509-82.0% | $145,922-80.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.25% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,407 | $5,313-54.7% | $4,672-48.5% | $4,660-48.3% |
| Participant deferral / active EE | $4,508 | $6,462-30.2% | $5,626-19.9% | $6,688-32.6% |
| Admin fee / account holder | $35,071 | $19,313+81.6% | $15,912+120.4% | $13,397+161.8% |