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 | $123,323 | $99,020+24.5% | $86,590+42.4% | $147,584-16.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.89% | 1312.34%-1302.4pp | 964.84%-955.0pp | 578.55%-568.7pp |
| Employer contribution / active EE | $6,878 | $3,132+119.6% | $2,839+142.2% | $4,876+41.1% |
| Participant deferral / active EE | $4,425 | $3,972+11.4% | $3,609+22.6% | $5,439-18.6% |
| Admin fee / account holder | $1,451 | $5,710-74.6% | $4,906-70.4% | $10,885-86.7% |