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 | $134,706 | $202,318-33.4% | $172,739-22.0% | $152,861-11.9% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 18.32% | 1029.65%-1011.3pp | 802.84%-784.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $22,543 | $5,856+285.0% | $5,143+338.3% | $4,762+373.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $33,011 | $17,109+92.9% | $13,954+136.6% | $11,596+184.7% |