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 | $90,206 | $99,020-8.9% | $86,590+4.2% | $147,584-38.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.95% | 1312.34%-1302.4pp | 964.84%-954.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $3,811 | $3,132+21.7% | $2,839+34.2% | $4,876-21.9% |
| Participant deferral / active EE | $3,811 | $3,972-4.1% | $3,609+5.6% | $5,439-29.9% |
| Admin fee / account holder | $673 | $5,710-88.2% | $4,906-86.3% | $10,885-93.8% |