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 | $110,412 | $159,901-30.9% | $146,958-24.9% | $145,922-24.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.01% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $7,017 | $5,286+32.7% | $4,933+42.2% | $4,660+50.6% |
| Participant deferral / active EE | $5,081 | $8,428-39.7% | $8,070-37.0% | $6,688-24.0% |
| Admin fee / account holder | $491 | $15,044-96.7% | $12,998-96.2% | $13,397-96.3% |