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 | $141,860 | $102,966+37.8% | $90,281+57.1% | $152,861-7.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.47% | 95.16%-78.7pp | 78.10%-61.6pp | 345.32%-328.8pp |
| Employer contribution / active EE | $3,056 | $3,139-2.7% | $2,854+7.0% | $4,762-35.8% |
| Participant deferral / active EE | $6,111 | $4,281+42.7% | $3,885+57.3% | $5,850+4.5% |
| Admin fee / account holder | $868 | $6,171-85.9% | $5,351-83.8% | $11,596-92.5% |