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 | $70,756+69.2% | $65,493+82.8% | $142,382-15.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.97% | 1754.89%-1739.9pp | 982.45%-967.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,952 | $2,881+106.6% | $2,574+131.2% | $4,299+38.5% |
| Participant deferral / active EE | $8,480 | $4,637+82.9% | $3,961+114.1% | $6,507+30.3% |
| Admin fee / account holder | $31,611 | $6,559+381.9% | $5,028+528.7% | $12,624+150.4% |