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 | $125,084 | $79,171+58.0% | $102,423+22.1% | $74,495+67.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 14.25% | 54.93%-40.7pp | 29.32%-15.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,987 | $2,362+111.1% | $3,023+64.9% | $2,623+90.1% |
| Participant deferral / active EE | $6,467 | $4,415+46.5% | $5,053+28.0% | $4,346+48.8% |
| Admin fee / account holder | $17,931 | $2,001+796.2% | $9,451+89.7% | $1,942+823.4% |