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 | $195,418 | $202,318-3.4% | $172,739+13.1% | $152,861+27.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.34% | 1029.65%-1014.3pp | 802.84%-787.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $7,993 | $5,856+36.5% | $5,143+55.4% | $4,762+67.8% |
| Participant deferral / active EE | $4,516 | $5,948-24.1% | $5,198-13.1% | $5,850-22.8% |
| Admin fee / account holder | $155,074 | $17,109+806.4% | $13,954+1011.3% | $11,596+1237.3% |