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 4-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 | $179,203 | $232,540-22.9% | $185,117-3.2% | $147,584+21.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 30.37% | 43.03%-12.7pp | 40.50%-10.1pp | 578.55%-548.2pp |
| Employer contribution / active EE | $8,750 | $5,195+68.4% | $4,182+109.3% | $4,876+79.4% |
| Participant deferral / active EE | $18,000 | $5,834+208.6% | $5,045+256.8% | $5,439+231.0% |
| Admin fee / account holder | $1,633 | $10,275-84.1% | $8,159-80.0% | $10,885-85.0% |