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 | $78,820 | $232,540-66.1% | $185,117-57.4% | $147,584-46.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.23% | 43.03%-23.8pp | 40.50%-21.3pp | 578.55%-559.3pp |
| Employer contribution / active EE | $9,384 | $5,195+80.6% | $4,182+124.4% | $4,876+92.4% |
| Participant deferral / active EE | $3,112 | $5,834-46.7% | $5,045-38.3% | $5,439-42.8% |
| Admin fee / account holder | $3,089 | $10,275-69.9% | $8,159-62.1% | $10,885-71.6% |