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 | $63,031 | $209,832-70.0% | $189,513-66.7% | $167,490-62.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.23% | 748.27%-736.0pp | 555.15%-542.9pp | 478.56%-466.3pp |
| Employer contribution / active EE | $15,543 | $6,914+124.8% | $6,162+152.3% | $4,837+221.3% |
| Participant deferral / active EE | $18,532 | $8,935+107.4% | $8,221+125.4% | $6,341+192.2% |
| Admin fee / account holder | $15,058 | $14,293+5.3% | $12,045+25.0% | $12,309+22.3% |