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 | $247,298 | $202,318+22.2% | $172,739+43.2% | $152,861+61.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.20% | 1029.65%-1005.4pp | 802.84%-778.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $18,576 | $5,856+217.2% | $5,143+261.2% | $4,762+290.1% |
| Participant deferral / active EE | $11,833 | $5,948+98.9% | $5,198+127.7% | $5,850+102.3% |
| Admin fee / account holder | $9,401 | $17,109-45.1% | $13,954-32.6% | $11,596-18.9% |