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 | $110,871 | $58,264+90.3% | $86,612+28.0% | $71,457+55.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 17.74% | 21.63%-3.9pp | 591.07%-573.3pp | 28.85%-11.1pp |
| Employer contribution / active EE | $13,231 | $2,574+414.0% | $3,022+337.7% | $2,588+411.3% |
| Participant deferral / active EE | $9,310 | $3,436+170.9% | $4,438+109.8% | $4,289+117.1% |
| Admin fee / account holder | $4,170 | $1,057+294.4% | $5,614-25.7% | $1,587+162.7% |