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 | $137,808 | $104,907+31.4% | $84,611+62.9% | $152,861-9.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.08% | 373.79%-350.7pp | 258.74%-235.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $10,122 | $3,302+206.6% | $2,652+281.6% | $4,762+112.5% |
| Participant deferral / active EE | $4,526 | $4,688-3.5% | $3,899+16.1% | $5,850-22.6% |
| Admin fee / account holder | $1,378 | $6,241-77.9% | $4,912-71.9% | $11,596-88.1% |