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 | $147,890 | $107,334+37.8% | $92,893+59.2% | $152,861-3.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.72% | 145.58%-130.9pp | 109.41%-94.7pp | 345.32%-330.6pp |
| Employer contribution / active EE | $12,557 | $4,221+197.5% | $3,653+243.8% | $4,762+163.7% |
| Participant deferral / active EE | $6,980 | $4,845+44.1% | $4,236+64.8% | $5,850+19.3% |
| Admin fee / account holder | $7,605 | $7,079+7.4% | $5,794+31.3% | $11,596-34.4% |