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 | $95,225 | $70,756+34.6% | $65,493+45.4% | $142,382-33.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.70% | 1754.89%-1742.2pp | 982.45%-969.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $5,227 | $2,881+81.4% | $2,574+103.0% | $4,299+21.6% |
| Participant deferral / active EE | $8,216 | $4,637+77.2% | $3,961+107.4% | $6,507+26.3% |
| Admin fee / account holder | $33,001 | $6,559+403.1% | $5,028+556.3% | $12,624+161.4% |