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 | $144,762 | $121,625+19.0% | $104,607+38.4% | $158,922-8.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.10% | 465.26%-452.2pp | 340.46%-327.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $17,990 | $3,163+468.8% | $2,681+571.1% | $4,761+277.9% |
| Participant deferral / active EE | $7,961 | $4,177+90.6% | $3,740+112.9% | $5,982+33.1% |
| Admin fee / account holder | $9,103 | $7,787+16.9% | $6,473+40.6% | $11,246-19.1% |