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 | $54,817 | $157,256-65.1% | $141,162-61.2% | $152,861-64.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 117.21% | 64.32%+52.9pp | 71.39%+45.8pp | 345.32%-228.1pp |
| Employer contribution / active EE | $10,390 | $5,261+97.5% | $4,735+119.4% | $4,762+118.2% |
| Participant deferral / active EE | $5,936 | $7,109-16.5% | $6,709-11.5% | $5,850+1.5% |
| Admin fee / account holder | $5,788 | $12,120-52.2% | $10,261-43.6% | $11,596-50.1% |