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 | $127,079 | $159,901-20.5% | $146,958-13.5% | $145,922-12.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.67% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,900 | $5,286-26.2% | $4,933-20.9% | $4,660-16.3% |
| Participant deferral / active EE | $9,435 | $8,428+11.9% | $8,070+16.9% | $6,688+41.1% |
| Admin fee / account holder | $88,897 | $15,044+490.9% | $12,998+583.9% | $13,397+563.6% |