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 | $197,613 | $97,744+102.2% | $103,476+91.0% | $145,922+35.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.87% | 25.41%-6.5pp | 23.90%-5.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $4,625 | $4,677-1.1% | $4,672-1.0% | $4,660-0.7% |
| Participant deferral / active EE | $18,242 | $6,603+176.3% | $6,623+175.4% | $6,688+172.8% |
| Admin fee / account holder | $20,290 | $12,515+62.1% | $9,413+115.6% | $13,397+51.5% |