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 | $107,166 | $210,648-49.1% | $177,989-39.8% | $145,922-26.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.52% | 385.86%-371.3pp | 294.48%-280.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,098 | $4,565-32.1% | $3,949-21.5% | $4,660-33.5% |
| Participant deferral / active EE | $11,269 | $6,958+62.0% | $6,276+79.6% | $6,688+68.5% |
| Admin fee / account holder | $3,729 | $12,013-69.0% | $10,363-64.0% | $13,397-72.2% |