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 | $160,641 | $180,449-11.0% | $154,107+4.2% | $135,375+18.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 12.41% | 888.09%-875.7pp | 735.12%-722.7pp | 519.73%-507.3pp |
| Employer contribution / active EE | $2,657 | $6,035-56.0% | $5,298-49.8% | $4,779-44.4% |
| Participant deferral / active EE | $8,220 | $5,806+41.6% | $5,081+61.8% | $5,609+46.6% |
| Admin fee / account holder | $6,042 | $16,143-62.6% | $13,411-54.9% | $10,827-44.2% |