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 | $186,137 | $169,032+10.1% | $129,207+44.1% | $145,922+27.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.10% | 14330.11%-14313.0pp | 9417.33%-9400.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,098 | $5,537-62.1% | $4,153-49.5% | $4,660-55.0% |
| Participant deferral / active EE | $8,333 | $4,987+67.1% | $4,168+100.0% | $6,688+24.6% |
| Admin fee / account holder | $1,005 | $9,954-89.9% | $7,715-87.0% | $13,397-92.5% |