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 | $68,082 | $209,832-67.6% | $189,513-64.1% | $167,490-59.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.35% | 748.27%-729.9pp | 555.15%-536.8pp | 478.56%-460.2pp |
| Employer contribution / active EE | $3,361 | $6,914-51.4% | $6,162-45.4% | $4,837-30.5% |
| Participant deferral / active EE | $3,962 | $8,935-55.7% | $8,221-51.8% | $6,341-37.5% |
| Admin fee / account holder | $4,806 | $14,293-66.4% | $12,045-60.1% | $12,309-61.0% |