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 | $76,072 | $157,256-51.6% | $141,162-46.1% | $152,861-50.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.33% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $11,498 | $5,261+118.6% | $4,735+142.8% | $4,762+141.4% |
| Participant deferral / active EE | $15,761 | $7,109+121.7% | $6,709+134.9% | $5,850+169.4% |
| Admin fee / account holder | $16,054 | $12,120+32.5% | $10,261+56.5% | $11,596+38.4% |