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 | $119,713 | $68,097+75.8% | $62,929+90.2% | $137,256-12.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.97% | 1859.11%-1844.1pp | 1063.93%-1049.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $5,952 | $2,811+111.7% | $2,505+137.7% | $4,156+43.2% |
| Participant deferral / active EE | $8,480 | $4,553+86.3% | $3,888+118.1% | $6,407+32.4% |
| Admin fee / account holder | $31,611 | $6,521+384.7% | $5,065+524.2% | $12,270+157.6% |