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 | $143,133 | $102,828+39.2% | $105,387+35.8% | $152,861-6.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.52% | 20.85%+6.7pp | 26.82%+0.7pp | 345.32%-317.8pp |
| Employer contribution / active EE | $11,679 | $4,473+161.1% | $4,213+177.2% | $4,762+145.2% |
| Participant deferral / active EE | $8,751 | $5,465+60.1% | $5,502+59.1% | $5,850+49.6% |
| Admin fee / account holder | $30,504 | $8,683+251.3% | $6,559+365.1% | $11,596+163.0% |