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 | $134,986 | $93,571+44.3% | $135,903-0.7% | $75,163+79.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.86% | 30.90%-13.0pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $5,751 | $3,537+62.6% | $4,856+18.4% | $2,670+115.4% |
| Participant deferral / active EE | $12,525 | $6,404+95.6% | $7,758+61.4% | $4,125+203.6% |
| Admin fee / account holder | $14,947 | $6,975+114.3% | $10,762+38.9% | $5,651+164.5% |