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 | $134,437 | $171,865-21.8% | $149,718-10.2% | $147,584-8.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.93% | 2113.22%-2099.3pp | 1501.63%-1487.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $13,121 | $6,275+109.1% | $5,445+141.0% | $4,876+169.1% |
| Participant deferral / active EE | $15,026 | $7,271+106.7% | $6,569+128.7% | $5,439+176.3% |
| Admin fee / account holder | $16,687 | $13,799+20.9% | $11,283+47.9% | $10,885+53.3% |