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 | $133,387 | $93,571+42.6% | $135,903-1.9% | $75,163+77.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.15% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $8,736 | $3,537+147.0% | $4,856+79.9% | $2,670+227.2% |
| Participant deferral / active EE | $12,544 | $6,404+95.9% | $7,758+61.7% | $4,125+204.1% |
| Admin fee / account holder | $3,928 | $6,975-43.7% | $10,762-63.5% | $5,651-30.5% |