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 | $106,587 | $114,047-6.5% | $96,139+10.9% | $167,490-36.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 22.00% | 189.88%-167.9pp | 191.94%-169.9pp | 478.56%-456.6pp |
| Employer contribution / active EE | $2,581 | $3,427-24.7% | $2,797-7.7% | $4,837-46.7% |
| Participant deferral / active EE | $11,194 | $5,194+115.5% | $4,349+157.4% | $6,341+76.5% |
| Admin fee / account holder | $1,244 | $6,897-82.0% | $5,537-77.5% | $12,309-89.9% |