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 | $149,765 | $101,724+47.2% | $164,813-9.1% | $80,856+85.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.08% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $13,140 | $2,953+344.9% | $4,341+202.7% | $2,755+377.0% |
| Participant deferral / active EE | $7,048 | $4,477+57.4% | $6,031+16.9% | $4,296+64.1% |
| Admin fee / account holder | $4,933 | $8,227-40.0% | $12,690-61.1% | $6,918-28.7% |