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 | $138,485 | $109,817+26.1% | $98,442+40.7% | $167,490-17.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.80% | 1956.69%-1943.9pp | 1492.73%-1479.9pp | 478.56%-465.8pp |
| Employer contribution / active EE | $10,951 | $3,224+239.7% | $2,960+270.0% | $4,837+126.4% |
| Participant deferral / active EE | $11,837 | $4,673+153.3% | $4,276+176.8% | $6,341+86.7% |
| Admin fee / account holder | $14,727 | $6,753+118.1% | $5,949+147.5% | $12,309+19.6% |