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 | $115,562 | $88,751+30.2% | $81,812+41.3% | $145,922-20.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.82% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,420 | $3,083+43.4% | $2,912+51.8% | $4,660-5.1% |
| Participant deferral / active EE | $11,090 | $4,643+138.9% | $4,319+156.8% | $6,688+65.8% |
| Admin fee / account holder | $28,891 | $8,415+243.3% | $7,386+291.2% | $13,397+115.7% |