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 | $168,823 | $183,963-8.2% | $162,163+4.1% | $152,861+10.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.63% | 150.76%-122.1pp | 115.59%-87.0pp | 345.32%-316.7pp |
| Employer contribution / active EE | $14,883 | $6,371+133.6% | $5,614+165.1% | $4,762+212.5% |
| Participant deferral / active EE | $7,291 | $8,034-9.3% | $7,298-0.1% | $5,850+24.6% |
| Admin fee / account holder | $17,479 | $13,121+33.2% | $10,843+61.2% | $11,596+50.7% |