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 | $88,026 | $226,064-61.1% | $182,532-51.8% | $152,861-42.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.54% | 192.51%-172.0pp | 148.54%-128.0pp | 345.32%-324.8pp |
| Employer contribution / active EE | $4,081 | $4,978-18.0% | $4,076+0.1% | $4,762-14.3% |
| Participant deferral / active EE | $6,013 | $6,368-5.6% | $5,524+8.8% | $5,850+2.8% |
| Admin fee / account holder | $64,461 | $10,703+502.3% | $8,592+650.2% | $11,596+455.9% |