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 | $127,383 | $88,751+43.5% | $81,812+55.7% | $145,922-12.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 10.01% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $5,145 | $3,083+66.9% | $2,912+76.7% | $4,660+10.4% |
| Participant deferral / active EE | $3,633 | $4,643-21.8% | $4,319-15.9% | $6,688-45.7% |
| Admin fee / account holder | $3,611 | $8,415-57.1% | $7,386-51.1% | $13,397-73.0% |