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 | $110,407 | $149,040-25.9% | $120,225-8.2% | $137,256-19.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.95% | 605.68%-594.7pp | 439.23%-428.3pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,337 | $4,350-23.3% | $3,475-4.0% | $4,156-19.7% |
| Participant deferral / active EE | $7,833 | $4,655+68.3% | $3,999+95.9% | $6,407+22.3% |
| Admin fee / account holder | $775 | $6,348-87.8% | $5,696-86.4% | $12,270-93.7% |