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 | $113,030 | $114,237-1.1% | $119,258-5.2% | $167,490-32.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 17.21% | 29.87%-12.7pp | 30.69%-13.5pp | 478.56%-461.4pp |
| Employer contribution / active EE | $8,738 | $4,481+95.0% | $4,384+99.3% | $4,837+80.6% |
| Participant deferral / active EE | $11,120 | $6,084+82.8% | $6,111+82.0% | $6,341+75.4% |
| Admin fee / account holder | $371 | $8,932-95.8% | $7,226-94.9% | $12,309-97.0% |