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 | $36,427 | $144,119-74.7% | $117,854-69.1% | $147,584-75.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.55% | 531.15%-518.6pp | 335.08%-322.5pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,472 | $4,896-29.1% | $3,786-8.3% | $4,876-28.8% |
| Participant deferral / active EE | $5,848 | $5,316+10.0% | $4,482+30.5% | $5,439+7.5% |
| Admin fee / account holder | $386 | $10,886-96.5% | $8,020-95.2% | $10,885-96.5% |