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 | $133,431 | $104,664+27.5% | $85,682+55.7% | $167,490-20.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 18.39% | 21.45%-3.1pp | 21.49%-3.1pp | 478.56%-460.2pp |
| Employer contribution / active EE | $5,141 | $3,337+54.1% | $2,618+96.4% | $4,837+6.3% |
| Participant deferral / active EE | $7,363 | $4,824+52.6% | $3,923+87.7% | $6,341+16.1% |
| Admin fee / account holder | $3,666 | $10,032-63.5% | $6,873-46.7% | $12,309-70.2% |