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 | $147,370 | $185,822-20.7% | $169,993-13.3% | $139,434+5.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.72% | 60.50%-48.8pp | 53.37%-41.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $12,925 | $7,590+70.3% | $6,785+90.5% | $4,751+172.1% |
| Participant deferral / active EE | $8,021 | $11,622-31.0% | $10,408-22.9% | $6,710+19.5% |
| Admin fee / account holder | $35,629 | $15,381+131.7% | $12,815+178.0% | $11,403+212.5% |