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 | $81,253 | $72,400+12.2% | $67,502+20.4% | $145,922-44.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.25% | 7182.46%-7167.2pp | 3512.12%-3496.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,234 | $3,069+5.4% | $2,731+18.4% | $4,660-30.6% |
| Participant deferral / active EE | $10,817 | $4,783+126.2% | $4,000+170.4% | $6,688+61.7% |
| Admin fee / account holder | $8,011 | $5,539+44.6% | $3,998+100.4% | $13,397-40.2% |