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 | $138,829 | $74,888+85.4% | $71,209+95.0% | $142,382-2.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.00% | 345.14%-321.1pp | 282.51%-258.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $4,322 | $2,854+51.4% | $2,721+58.8% | $4,299+0.5% |
| Participant deferral / active EE | $7,398 | $4,454+66.1% | $4,175+77.2% | $6,507+13.7% |
| Admin fee / account holder | $11,072 | $5,568+98.8% | $5,349+107.0% | $12,624-12.3% |