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 | $199,133 | $105,859+88.1% | $90,160+120.9% | $147,584+34.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.82% | 37.63%-24.8pp | 34.88%-22.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $6,237 | $4,126+51.2% | $3,318+88.0% | $4,876+27.9% |
| Participant deferral / active EE | $9,287 | $5,733+62.0% | $5,288+75.6% | $5,439+70.8% |
| Admin fee / account holder | $22,082 | $8,046+174.4% | $5,943+271.6% | $10,885+102.9% |