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 | $94,283 | $81,625+15.5% | $58,482+61.2% | $139,434-32.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.40% | 7404.20%-7387.8pp | 4239.32%-4222.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $7,284 | $1,398+420.9% | $1,053+591.6% | $4,751+53.3% |
| Participant deferral / active EE | $11,785 | $2,557+361.0% | $1,924+512.6% | $6,710+75.6% |
| Admin fee / account holder | $807 | $3,265-75.3% | $2,516-67.9% | $11,403-92.9% |