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 | $130,725 | $84,696+54.3% | $75,696+72.7% | $167,490-22.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 34.14% | 199.36%-165.2pp | 104.53%-70.4pp | 478.56%-444.4pp |
| Employer contribution / active EE | $18,902 | $3,230+485.3% | $2,743+589.2% | $4,837+290.7% |
| Participant deferral / active EE | $2,587 | $4,580-43.5% | $3,821-32.3% | $6,341-59.2% |
| Admin fee / account holder | $105,541 | $5,355+1870.9% | $3,619+2816.3% | $12,309+757.4% |