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 | $94,137 | $112,881-16.6% | $90,951+3.5% | $158,922-40.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.21% | 215.79%-204.6pp | 134.60%-123.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $10,629 | $2,893+267.4% | $2,122+400.9% | $4,761+123.2% |
| Participant deferral / active EE | $3,804 | $4,128-7.8% | $3,373+12.8% | $5,982-36.4% |
| Admin fee / account holder | $8,965 | $8,041+11.5% | $5,959+50.4% | $11,246-20.3% |