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 | $118,309 | $96,635+22.4% | $86,612+36.6% | $139,434-15.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.19% | 106.41%-93.2pp | 591.07%-577.9pp | 372.94%-359.7pp |
| Employer contribution / active EE | $6,404 | $3,263+96.3% | $3,022+111.9% | $4,751+34.8% |
| Participant deferral / active EE | $8,313 | $4,836+71.9% | $4,438+87.3% | $6,710+23.9% |
| Admin fee / account holder | $27,284 | $6,408+325.8% | $5,614+386.0% | $11,403+139.3% |