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 | $224,433 | $160,055+40.2% | $140,016+60.3% | $135,375+65.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 13.87% | 911.38%-897.5pp | 651.12%-637.2pp | 519.73%-505.9pp |
| Employer contribution / active EE | $9,611 | $6,420+49.7% | $5,606+71.4% | $4,779+101.1% |
| Participant deferral / active EE | $10,251 | $7,642+34.2% | $6,927+48.0% | $5,609+82.8% |
| Admin fee / account holder | $63,356 | $13,328+375.4% | $10,705+491.8% | $10,827+485.2% |