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 | $149,653 | $85,202+75.6% | $172,739-13.4% | $72,985+105.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.91% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $6,617 | $3,324+99.0% | $5,143+28.7% | $2,440+171.2% |
| Participant deferral / active EE | $7,621 | $3,260+133.8% | $5,198+46.6% | $3,607+111.3% |
| Admin fee / account holder | $34,469 | $5,884+485.8% | $13,954+147.0% | $5,124+572.6% |