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 | $75,379 | $232,540-67.6% | $185,117-59.3% | $147,584-48.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 36.81% | 43.03%-6.2pp | 40.50%-3.7pp | 578.55%-541.7pp |
| Employer contribution / active EE | $2,398 | $5,195-53.9% | $4,182-42.7% | $4,876-50.8% |
| Participant deferral / active EE | $6,185 | $5,834+6.0% | $5,045+22.6% | $5,439+13.7% |
| Admin fee / account holder | $2,892 | $10,275-71.9% | $8,159-64.6% | $10,885-73.4% |