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 | $150,068 | $70,756+112.1% | $65,493+129.1% | $142,382+5.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.27% | 1754.89%-1743.6pp | 982.45%-971.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,424 | $2,881+53.6% | $2,574+71.8% | $4,299+2.9% |
| Participant deferral / active EE | $4,361 | $4,637-6.0% | $3,961+10.1% | $6,507-33.0% |
| Admin fee / account holder | $13,249 | $6,559+102.0% | $5,028+163.5% | $12,624+5.0% |