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 | $155,420 | $202,318-23.2% | $172,739-10.0% | $152,861+1.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.90% | 1029.65%-1014.7pp | 802.84%-787.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $9,412 | $5,856+60.7% | $5,143+83.0% | $4,762+97.6% |
| Participant deferral / active EE | $5,063 | $5,948-14.9% | $5,198-2.6% | $5,850-13.5% |
| Admin fee / account holder | $87,353 | $17,109+410.6% | $13,954+526.0% | $11,596+653.3% |