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 | $111,511 | $101,317+10.1% | $146,958-24.1% | $74,495+49.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.44% | 8730.91%-8717.5pp | 418.34%-404.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $5,842 | $3,810+53.3% | $4,933+18.4% | $2,623+122.7% |
| Participant deferral / active EE | $10,926 | $7,303+49.6% | $8,070+35.4% | $4,346+151.4% |
| Admin fee / account holder | $5,579 | $1,739+220.8% | $12,998-57.1% | $1,942+187.3% |