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 | $155,753 | $198,466-21.5% | $170,442-8.6% | $147,584+5.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.11% | 257.29%-236.2pp | 205.93%-184.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $11,063 | $6,184+78.9% | $5,433+103.6% | $4,876+126.9% |
| Participant deferral / active EE | $9,615 | $5,629+70.8% | $4,939+94.6% | $5,439+76.8% |
| Admin fee / account holder | $1,716 | $16,852-89.8% | $13,880-87.6% | $10,885-84.2% |