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 | $66,385 | $144,119-53.9% | $117,854-43.7% | $147,584-55.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 28.42% | 531.15%-502.7pp | 335.08%-306.7pp | 578.55%-550.1pp |
| Employer contribution / active EE | $6,660 | $4,896+36.0% | $3,786+75.9% | $4,876+36.6% |
| Participant deferral / active EE | $5,713 | $5,316+7.5% | $4,482+27.5% | $5,439+5.1% |
| Admin fee / account holder | $453 | $10,886-95.8% | $8,020-94.3% | $10,885-95.8% |