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 | $70,586 | $183,963-61.6% | $162,163-56.5% | $152,861-53.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.63% | 150.76%-130.1pp | 115.59%-95.0pp | 345.32%-324.7pp |
| Employer contribution / active EE | $12,428 | $6,371+95.1% | $5,614+121.4% | $4,762+161.0% |
| Participant deferral / active EE | $10,834 | $8,034+34.9% | $7,298+48.4% | $5,850+85.2% |
| Admin fee / account holder | $27,307 | $13,121+108.1% | $10,843+151.8% | $11,596+135.5% |