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 | $99,663 | $165,335-39.7% | $149,696-33.4% | $158,922-37.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.12% | 348.15%-313.0pp | 276.60%-241.5pp | 302.83%-267.7pp |
| Employer contribution / active EE | $10,464 | $5,103+105.1% | $4,644+125.3% | $4,761+119.8% |
| Participant deferral / active EE | $26,248 | $7,181+265.5% | $6,842+283.6% | $5,982+338.8% |
| Admin fee / account holder | $64,350 | $10,807+495.5% | $9,309+591.3% | $11,246+472.2% |