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 | $138,577 | $90,348+53.4% | $75,972+82.4% | $145,922-5.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.68% | 620.88%-611.2pp | 359.55%-349.9pp | 561.29%-551.6pp |
| Employer contribution / active EE | $5,426 | $3,311+63.9% | $2,685+102.1% | $4,660+16.4% |
| Participant deferral / active EE | $8,114 | $5,162+57.2% | $4,255+90.7% | $6,688+21.3% |
| Admin fee / account holder | $4,871 | $8,467-42.5% | $6,467-24.7% | $13,397-63.6% |