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 | $104,214 | $165,335-37.0% | $149,696-30.4% | $158,922-34.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.86% | 348.15%-335.3pp | 276.60%-263.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,189 | $5,103-76.7% | $4,644-74.4% | $4,761-75.0% |
| Participant deferral / active EE | $2,438 | $7,181-66.1% | $6,842-64.4% | $5,982-59.3% |
| Admin fee / account holder | $1,906 | $10,807-82.4% | $9,309-79.5% | $11,246-83.1% |