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 | $116,497 | $99,020+17.7% | $86,590+34.5% | $147,584-21.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.18% | 1312.34%-1303.2pp | 964.84%-955.7pp | 578.55%-569.4pp |
| Employer contribution / active EE | $12,047 | $3,132+284.6% | $2,839+324.3% | $4,876+147.0% |
| Participant deferral / active EE | $7,120 | $3,972+79.3% | $3,609+97.3% | $5,439+30.9% |
| Admin fee / account holder | $8,649 | $5,710+51.5% | $4,906+76.3% | $10,885-20.5% |