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 4-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 | $143,252 | $117,841+21.6% | $102,423+39.9% | $145,922-1.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 40.66% | 31.65%+9.0pp | 29.32%+11.3pp | 561.29%-520.6pp |
| Employer contribution / active EE | $30,248 | $3,615+736.8% | $3,023+900.5% | $4,660+549.1% |
| Participant deferral / active EE | $16,633 | $5,731+190.2% | $5,053+229.2% | $6,688+148.7% |
| Admin fee / account holder | $2,579 | $13,326-80.6% | $9,451-72.7% | $13,397-80.8% |