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 | $74,250 | $77,419-4.1% | $69,455+6.9% | $152,861-51.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.01% | 39.06%-16.1pp | 28.97%-6.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $12,002 | $3,315+262.0% | $2,779+331.9% | $4,762+152.0% |
| Participant deferral / active EE | $2,946 | $4,414-33.2% | $3,535-16.7% | $5,850-49.6% |
| Admin fee / account holder | $1,066 | $6,207-82.8% | $3,839-72.2% | $11,596-90.8% |