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 4-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 | $108,133 | $210,648-48.7% | $177,989-39.2% | $145,922-25.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.87% | 385.86%-372.0pp | 294.48%-280.6pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,154 | $4,565-74.7% | $3,949-70.8% | $4,660-75.2% |
| Participant deferral / active EE | $6,204 | $6,958-10.8% | $6,276-1.1% | $6,688-7.2% |
| Admin fee / account holder | $1,170 | $12,013-90.3% | $10,363-88.7% | $13,397-91.3% |