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 | $36,082 | $232,540-84.5% | $185,117-80.5% | $147,584-75.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.61% | 43.03%-29.4pp | 40.50%-26.9pp | 578.55%-564.9pp |
| Employer contribution / active EE | $3,529 | $5,195-32.1% | $4,182-15.6% | $4,876-27.6% |
| Participant deferral / active EE | $3,388 | $5,834-41.9% | $5,045-32.9% | $5,439-37.7% |
| Admin fee / account holder | $2,827 | $10,275-72.5% | $8,159-65.4% | $10,885-74.0% |