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 | $247,467 | $175,202+41.2% | $149,673+65.3% | $139,434+77.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.58% | 166.71%-152.1pp | 134.42%-119.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $10,786 | $5,474+97.0% | $4,818+123.9% | $4,751+127.0% |
| Participant deferral / active EE | $12,639 | $6,519+93.9% | $5,680+122.5% | $6,710+88.3% |
| Admin fee / account holder | $19,104 | $16,150+18.3% | $13,210+44.6% | $11,403+67.5% |