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 | $65,732 | $159,901-58.9% | $146,958-55.3% | $145,922-55.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.05% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $22,836 | $5,286+332.0% | $4,933+362.9% | $4,660+390.1% |
| Participant deferral / active EE | $6,544 | $8,428-22.4% | $8,070-18.9% | $6,688-2.2% |
| Admin fee / account holder | $939 | $15,044-93.8% | $12,998-92.8% | $13,397-93.0% |