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 | $89,586 | $109,327-18.1% | $89,391+0.2% | $158,922-43.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.98% | 345.68%-328.7pp | 245.62%-228.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $9,549 | $3,170+201.3% | $2,586+269.3% | $4,761+100.6% |
| Participant deferral / active EE | $9,299 | $4,598+102.2% | $3,890+139.0% | $5,982+55.4% |
| Admin fee / account holder | $484 | $6,153-92.1% | $4,881-90.1% | $11,246-95.7% |