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 3-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 | $141,902 | $111,535+27.2% | $105,223+34.9% | $137,256+3.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.51% | 237.85%-216.3pp | 180.65%-159.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $17,600 | $3,939+346.8% | $3,689+377.2% | $4,156+323.5% |
| Participant deferral / active EE | $17,600 | $5,500+220.0% | $5,072+247.0% | $6,407+174.7% |
| Admin fee / account holder | $533 | $9,721-94.5% | $8,859-94.0% | $12,270-95.7% |