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 | $211,201 | $209,411+0.9% | $178,490+18.3% | $158,922+32.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.33% | 188.75%-179.4pp | 151.07%-141.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $15,561 | $5,706+172.7% | $5,011+210.6% | $4,761+226.8% |
| Participant deferral / active EE | $19,239 | $5,954+223.1% | $5,202+269.9% | $5,982+221.6% |
| Admin fee / account holder | $16,247 | $17,074-4.8% | $13,984+16.2% | $11,246+44.5% |