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 3-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 | $132,522 | $114,381+15.9% | $107,525+23.2% | $142,382-6.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.15% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $12,089 | $4,015+201.1% | $3,754+222.1% | $4,299+181.2% |
| Participant deferral / active EE | $18,775 | $5,564+237.4% | $5,116+267.0% | $6,507+188.5% |
| Admin fee / account holder | $2,729 | $9,860-72.3% | $8,919-69.4% | $12,624-78.4% |