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 | $199,438 | $176,056+13.3% | $159,436+25.1% | $167,490+19.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.62% | 331.75%-320.1pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $14,919 | $5,297+181.6% | $4,829+208.9% | $4,837+208.4% |
| Participant deferral / active EE | $14,567 | $7,750+88.0% | $7,352+98.1% | $6,341+129.7% |
| Admin fee / account holder | $21,544 | $12,554+71.6% | $10,799+99.5% | $12,309+75.0% |