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 | $234,924 | $217,402+8.1% | $185,823+26.4% | $167,490+40.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.99% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $8,680 | $5,873+47.8% | $5,167+68.0% | $4,837+79.4% |
| Participant deferral / active EE | $7,255 | $6,356+14.1% | $5,568+30.3% | $6,341+14.4% |
| Admin fee / account holder | $1,582 | $19,811-92.0% | $16,237-90.3% | $12,309-87.2% |