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 | $133,079 | $99,020+34.4% | $86,590+53.7% | $147,584-9.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.70% | 1312.34%-1294.6pp | 964.84%-947.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $5,912 | $3,132+88.8% | $2,839+108.2% | $4,876+21.2% |
| Participant deferral / active EE | $8,226 | $3,972+107.1% | $3,609+128.0% | $5,439+51.2% |
| Admin fee / account holder | $13,309 | $5,710+133.1% | $4,906+171.3% | $10,885+22.3% |