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 | $210,210 | $176,056+19.4% | $159,436+31.8% | $167,490+25.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.37% | 331.75%-313.4pp | 263.57%-245.2pp | 478.56%-460.2pp |
| Employer contribution / active EE | $13,206 | $5,297+149.3% | $4,829+173.4% | $4,837+173.0% |
| Participant deferral / active EE | $12,919 | $7,750+66.7% | $7,352+75.7% | $6,341+103.7% |
| Admin fee / account holder | $19,777 | $12,554+57.5% | $10,799+83.1% | $12,309+60.7% |