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 | $234,813 | $202,432+16.0% | $169,368+38.6% | $139,434+68.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.32% | 531.74%-517.4pp | 405.60%-391.3pp | 372.94%-358.6pp |
| Employer contribution / active EE | $11,559 | $4,692+146.3% | $4,013+188.1% | $4,751+143.3% |
| Participant deferral / active EE | $6,400 | $6,938-7.8% | $6,221+2.9% | $6,710-4.6% |
| Admin fee / account holder | $872 | $10,708-91.9% | $9,003-90.3% | $11,403-92.3% |