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 | $134,179 | $68,097+97.0% | $62,929+113.2% | $137,256-2.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.61% | 1859.11%-1846.5pp | 1063.93%-1051.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,964 | $2,811+5.4% | $2,505+18.3% | $4,156-28.7% |
| Participant deferral / active EE | $10,949 | $4,553+140.5% | $3,888+181.6% | $6,407+70.9% |
| Admin fee / account holder | $17,430 | $6,521+167.3% | $5,065+244.2% | $12,270+42.1% |