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 | $141,999 | $81,208+74.9% | $98,907+43.6% | $79,858+77.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 15.52% | 60.99%-45.5pp | 196.43%-180.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,888 | $1,960+47.4% | $2,689+7.4% | $2,471+16.9% |
| Participant deferral / active EE | $3,856 | $3,265+18.1% | $4,244-9.2% | $3,740+3.1% |
| Admin fee / account holder | $9,593 | $6,013+59.5% | $6,642+44.4% | $5,306+80.8% |