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 | $118,741 | $165,335-28.2% | $149,696-20.7% | $158,922-25.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.12% | 348.15%-330.0pp | 276.60%-258.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $8,619 | $5,103+68.9% | $4,644+85.6% | $4,761+81.0% |
| Participant deferral / active EE | $12,765 | $7,181+77.8% | $6,842+86.6% | $5,982+113.4% |
| Admin fee / account holder | $23,777 | $10,807+120.0% | $9,309+155.4% | $11,246+111.4% |