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 | $74,382 | $72,400+2.7% | $67,502+10.2% | $145,922-49.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 24.20% | 7182.46%-7158.3pp | 3512.12%-3487.9pp | 561.29%-537.1pp |
| Employer contribution / active EE | $4,351 | $3,069+41.8% | $2,731+59.3% | $4,660-6.6% |
| Participant deferral / active EE | $7,098 | $4,783+48.4% | $4,000+77.5% | $6,688+6.1% |
| Admin fee / account holder | $10,466 | $5,539+89.0% | $3,998+161.8% | $13,397-21.9% |