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 | $120,607 | $102,317+17.9% | $146,958-17.9% | $80,856+49.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.73% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $6,175 | $3,713+66.3% | $4,933+25.2% | $2,755+124.2% |
| Participant deferral / active EE | $8,325 | $6,644+25.3% | $8,070+3.2% | $4,296+93.8% |
| Admin fee / account holder | $2,350 | $7,941-70.4% | $12,998-81.9% | $6,918-66.0% |