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 | $223,242 | $232,540-4.0% | $185,117+20.6% | $147,584+51.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.63% | 43.03%-29.4pp | 40.50%-26.9pp | 578.55%-564.9pp |
| Employer contribution / active EE | $9,314 | $5,195+79.3% | $4,182+122.7% | $4,876+91.0% |
| Participant deferral / active EE | $4,642 | $5,834-20.4% | $5,045-8.0% | $5,439-14.6% |
| Admin fee / account holder | $14,980 | $10,275+45.8% | $8,159+83.6% | $10,885+37.6% |