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 | $226,012 | $183,519+23.2% | $155,509+45.3% | $145,922+54.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.54% | 61.17%-40.6pp | 64.67%-44.1pp | 561.29%-540.7pp |
| Employer contribution / active EE | $10,717 | $5,313+101.7% | $4,672+129.4% | $4,660+130.0% |
| Participant deferral / active EE | $7,373 | $6,462+14.1% | $5,626+31.0% | $6,688+10.2% |
| Admin fee / account holder | $2,600 | $19,313-86.5% | $15,912-83.7% | $13,397-80.6% |