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 | $131,210 | $155,788-15.8% | $124,672+5.2% | $167,490-21.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.21% | 17.97%-4.8pp | 5142.93%-5129.7pp | 478.56%-465.4pp |
| Employer contribution / active EE | $5,422 | $4,163+30.2% | $3,324+63.1% | $4,837+12.1% |
| Participant deferral / active EE | $8,155 | $5,673+43.7% | $4,614+76.7% | $6,341+28.6% |
| Admin fee / account holder | $42,628 | $9,531+347.3% | $7,493+468.9% | $12,309+246.3% |