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 3-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 | $138,920 | $106,584+30.3% | $101,326+37.1% | $142,382-2.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.71% | 36.93%-16.2pp | 36.82%-16.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $15,000 | $3,956+279.2% | $3,665+309.2% | $4,299+248.9% |
| Participant deferral / active EE | $23,500 | $8,297+183.2% | $7,994+194.0% | $6,507+261.1% |
| Admin fee / account holder | $903 | $11,446-92.1% | $11,185-91.9% | $12,624-92.8% |