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 | $224,386 | $209,411+7.2% | $178,490+25.7% | $158,922+41.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.05% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $3,159 | $5,706-44.6% | $5,011-37.0% | $4,761-33.7% |
| Participant deferral / active EE | $6,881 | $5,954+15.6% | $5,202+32.3% | $5,982+15.0% |
| Admin fee / account holder | $9,347 | $17,074-45.3% | $13,984-33.2% | $11,246-16.9% |