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 | $130,185 | $183,963-29.2% | $162,163-19.7% | $152,861-14.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.87% | 150.76%-118.9pp | 115.59%-83.7pp | 345.32%-313.4pp |
| Employer contribution / active EE | $2,669 | $6,371-58.1% | $5,614-52.5% | $4,762-44.0% |
| Participant deferral / active EE | $3,212 | $8,034-60.0% | $7,298-56.0% | $5,850-45.1% |
| Admin fee / account holder | $2,017 | $13,121-84.6% | $10,843-81.4% | $11,596-82.6% |