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 | $177,069 | $127,777+38.6% | $106,548+66.2% | $167,490+5.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.02% | 33.87%-23.9pp | 26.80%-16.8pp | 478.56%-468.5pp |
| Employer contribution / active EE | $10,699 | $3,427+212.2% | $2,819+279.6% | $4,837+121.2% |
| Participant deferral / active EE | $9,864 | $5,087+93.9% | $4,398+124.3% | $6,341+55.5% |
| Admin fee / account holder | $42,771 | $11,228+280.9% | $7,407+477.4% | $12,309+247.5% |