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 | $45,681 | $159,901-71.4% | $146,958-68.9% | $145,922-68.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.23% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,067 | $5,286-42.0% | $4,933-37.8% | $4,660-34.2% |
| Participant deferral / active EE | $3,067 | $8,428-63.6% | $8,070-62.0% | $6,688-54.1% |
| Admin fee / account holder | $22,827 | $15,044+51.7% | $12,998+75.6% | $13,397+70.4% |