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 | $143,453 | $104,974+36.7% | $95,585+50.1% | $142,382+0.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.74% | 210.33%-197.6pp | 38.56%-25.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $7,391 | $2,779+166.0% | $2,527+192.5% | $4,299+71.9% |
| Participant deferral / active EE | $7,569 | $4,352+73.9% | $4,023+88.2% | $6,507+16.3% |
| Admin fee / account holder | $2,481 | $6,386-61.2% | $6,127-59.5% | $12,624-80.3% |