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 | $69,026 | $157,256-56.1% | $141,162-51.1% | $152,861-54.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.49% | 64.32%-48.8pp | 71.39%-55.9pp | 345.32%-329.8pp |
| Employer contribution / active EE | $11,837 | $5,261+125.0% | $4,735+150.0% | $4,762+148.6% |
| Participant deferral / active EE | $6,282 | $7,109-11.6% | $6,709-6.4% | $5,850+7.4% |
| Admin fee / account holder | $3,671 | $12,120-69.7% | $10,261-64.2% | $11,596-68.3% |