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 | $225,474 | $165,335+36.4% | $149,696+50.6% | $158,922+41.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.58% | 348.15%-324.6pp | 276.60%-253.0pp | 302.83%-279.2pp |
| Employer contribution / active EE | $10,473 | $5,103+105.2% | $4,644+125.5% | $4,761+120.0% |
| Participant deferral / active EE | $16,913 | $7,181+135.5% | $6,842+147.2% | $5,982+182.7% |
| Admin fee / account holder | $1,246 | $10,807-88.5% | $9,309-86.6% | $11,246-88.9% |