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 | $122,683 | $108,642+12.9% | $74,701+64.2% | $152,861-19.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 25.21% | 114.06%-88.9pp | 752.92%-727.7pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,705 | $1,503+13.4% | $1,084+57.3% | $4,762-64.2% |
| Participant deferral / active EE | $9,090 | $2,712+235.1% | $1,964+362.9% | $5,850+55.4% |
| Admin fee / account holder | $3,685 | $4,902-24.8% | $3,333+10.6% | $11,596-68.2% |