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 | $156,452 | $202,318-22.7% | $172,739-9.4% | $152,861+2.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.86% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $6,432 | $5,856+9.8% | $5,143+25.1% | $4,762+35.1% |
| Participant deferral / active EE | $6,237 | $5,948+4.9% | $5,198+20.0% | $5,850+6.6% |
| Admin fee / account holder | $83,068 | $17,109+385.5% | $13,954+495.3% | $11,596+616.3% |