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 | $205,760 | $160,055+28.6% | $140,016+47.0% | $135,375+52.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.05% | 911.38%-906.3pp | 651.12%-646.1pp | 519.73%-514.7pp |
| Employer contribution / active EE | $3,308 | $6,420-48.5% | $5,606-41.0% | $4,779-30.8% |
| Participant deferral / active EE | $12,000 | $7,642+57.0% | $6,927+73.2% | $5,609+114.0% |
| Admin fee / account holder | $19,805 | $13,328+48.6% | $10,705+85.0% | $10,827+82.9% |