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 | $156,000 | $70,756+120.5% | $65,493+138.2% | $142,382+9.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.51% | 1754.89%-1741.4pp | 982.45%-968.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,896 | $2,881+35.2% | $2,574+51.3% | $4,299-9.4% |
| Participant deferral / active EE | $6,514 | $4,637+40.5% | $3,961+64.5% | $6,507+0.1% |
| Admin fee / account holder | $1,683 | $6,559-74.3% | $5,028-66.5% | $12,624-86.7% |