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 | $145,441 | $105,181+38.3% | $159,436-8.8% | $85,850+69.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.49% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $5,542 | $3,318+67.0% | $4,829+14.8% | $2,565+116.1% |
| Participant deferral / active EE | $9,328 | $5,945+56.9% | $7,352+26.9% | $3,952+136.0% |
| Admin fee / account holder | $4,049 | $6,933-41.6% | $10,799-62.5% | $6,260-35.3% |