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 | $178,528 | $185,822-3.9% | $169,993+5.0% | $139,434+28.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.35% | 60.50%-45.1pp | 53.37%-38.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $12,381 | $7,590+63.1% | $6,785+82.5% | $4,751+160.6% |
| Participant deferral / active EE | $22,303 | $11,622+91.9% | $10,408+114.3% | $6,710+232.4% |
| Admin fee / account holder | $461 | $15,381-97.0% | $12,815-96.4% | $11,403-96.0% |