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 | $249,884 | $183,963+35.8% | $162,163+54.1% | $152,861+63.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.65% | 150.76%-125.1pp | 115.59%-89.9pp | 345.32%-319.7pp |
| Employer contribution / active EE | $11,667 | $6,371+83.1% | $5,614+107.8% | $4,762+145.0% |
| Participant deferral / active EE | $12,713 | $8,034+58.2% | $7,298+74.2% | $5,850+117.3% |
| Admin fee / account holder | $36,529 | $13,121+178.4% | $10,843+236.9% | $11,596+215.0% |