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 | $102,349 | $99,985+2.4% | $146,665-30.2% | $85,850+19.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.92% | 18.93%0pp | 22.74%-3.8pp | 318.53%-299.6pp |
| Employer contribution / active EE | $4,355 | $2,559+70.2% | $4,136+5.3% | $2,565+69.8% |
| Participant deferral / active EE | $10,563 | $4,006+163.7% | $5,506+91.8% | $3,952+167.3% |
| Admin fee / account holder | $25,999 | $7,702+237.6% | $10,280+152.9% | $6,260+315.3% |