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 | $180,991 | $165,335+9.5% | $149,696+20.9% | $158,922+13.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.34% | 348.15%-333.8pp | 276.60%-262.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $20,995 | $5,103+311.4% | $4,644+352.1% | $4,761+341.0% |
| Participant deferral / active EE | $13,910 | $7,181+93.7% | $6,842+103.3% | $5,982+132.5% |
| Admin fee / account holder | $633 | $10,807-94.1% | $9,309-93.2% | $11,246-94.4% |