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 | $142,383 | $202,318-29.6% | $172,739-17.6% | $152,861-6.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.38% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-324.9pp |
| Employer contribution / active EE | $10,591 | $5,856+80.8% | $5,143+105.9% | $4,762+122.4% |
| Participant deferral / active EE | $9,902 | $5,948+66.5% | $5,198+90.5% | $5,850+69.3% |
| Admin fee / account holder | $19,024 | $17,109+11.2% | $13,954+36.3% | $11,596+64.0% |