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 | $147,935 | $155,788-5.0% | $124,672+18.7% | $167,490-11.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.30% | 17.97%-3.7pp | 5142.93%-5128.6pp | 478.56%-464.3pp |
| Employer contribution / active EE | $4,567 | $4,163+9.7% | $3,324+37.4% | $4,837-5.6% |
| Participant deferral / active EE | $6,861 | $5,673+20.9% | $4,614+48.7% | $6,341+8.2% |
| Admin fee / account holder | $29,324 | $9,531+207.7% | $7,493+291.4% | $12,309+138.2% |