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 | $101,796 | $88,751+14.7% | $81,812+24.4% | $145,922-30.2% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.3%+8.9pp | 80.3%+1.0pp |
| Annual return | 13.88% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,697 | $3,083+19.9% | $2,912+26.9% | $4,660-20.7% |
| Participant deferral / active EE | $5,576 | $4,643+20.1% | $4,319+29.1% | $6,688-16.6% |
| Admin fee / account holder | $16,120 | $8,415+91.6% | $7,386+118.2% | $13,397+20.3% |