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 | $132,179 | $105,126+25.7% | $94,646+39.7% | $139,434-5.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.61% | 38.03%-23.4pp | 156.71%-142.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $7,361 | $4,106+79.3% | $3,672+100.5% | $4,751+55.0% |
| Participant deferral / active EE | $17,171 | $7,599+126.0% | $7,418+131.5% | $6,710+155.9% |
| Admin fee / account holder | $17,057 | $8,984+89.9% | $7,231+135.9% | $11,403+49.6% |