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 | $78,625 | $157,256-50.0% | $141,162-44.3% | $152,861-48.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.07% | 64.32%-34.3pp | 71.39%-41.3pp | 345.32%-315.2pp |
| Employer contribution / active EE | $9,794 | $5,261+86.2% | $4,735+106.8% | $4,762+105.7% |
| Participant deferral / active EE | $16,604 | $7,109+133.6% | $6,709+147.5% | $5,850+183.8% |
| Admin fee / account holder | $823 | $12,120-93.2% | $10,261-92.0% | $11,596-92.9% |