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 | $86,727 | $165,335-47.5% | $149,696-42.1% | $158,922-45.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.36% | 348.15%-315.8pp | 276.60%-244.2pp | 302.83%-270.5pp |
| Employer contribution / active EE | $6,819 | $5,103+33.6% | $4,644+46.8% | $4,761+43.2% |
| Participant deferral / active EE | $11,377 | $7,181+58.4% | $6,842+66.3% | $5,982+90.2% |
| Admin fee / account holder | $16,458 | $10,807+52.3% | $9,309+76.8% | $11,246+46.4% |