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 | $144,479 | $85,202+69.6% | $172,739-16.4% | $72,985+98.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.57% | 27.32%-6.8pp | 802.84%-782.3pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,975 | $3,324-10.5% | $5,143-42.2% | $2,440+21.9% |
| Participant deferral / active EE | $6,137 | $3,260+88.2% | $5,198+18.1% | $3,607+70.1% |
| Admin fee / account holder | $15,209 | $5,884+158.5% | $13,954+9.0% | $5,124+196.8% |