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 | $179,568 | $154,117+16.5% | $129,995+38.1% | $139,434+28.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.20% | 32.48%-15.3pp | -137.18%+154.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $12,535 | $5,289+137.0% | $4,320+190.2% | $4,751+163.9% |
| Participant deferral / active EE | $14,182 | $6,710+111.4% | $5,820+143.7% | $6,710+111.4% |
| Admin fee / account holder | $35,712 | $14,007+155.0% | $10,614+236.4% | $11,403+213.2% |