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 | $197,780 | $162,781+21.5% | $133,956+47.6% | $158,922+24.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.63% | 41.94%-34.3pp | 45.09%-37.5pp | 302.83%-295.2pp |
| Employer contribution / active EE | $8,608 | $4,975+73.0% | $3,919+119.7% | $4,761+80.8% |
| Participant deferral / active EE | $10,892 | $5,911+84.3% | $5,048+115.8% | $5,982+82.1% |
| Admin fee / account holder | $60,453 | $11,736+415.1% | $8,927+577.2% | $11,246+437.6% |