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 | $167,731 | $148,534+12.9% | $135,903+23.4% | $139,434+20.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.55% | 79.19%-66.6pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $12,113 | $5,243+131.0% | $4,856+149.4% | $4,751+155.0% |
| Participant deferral / active EE | $17,050 | $8,100+110.5% | $7,758+119.8% | $6,710+154.1% |
| Admin fee / account holder | $40,334 | $12,400+225.3% | $10,762+274.8% | $11,403+253.7% |