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 | $191,419 | $214,378-10.7% | $200,582-4.6% | $142,382+34.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.69% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $19,572 | $6,841+186.1% | $6,419+204.9% | $4,299+355.3% |
| Participant deferral / active EE | $12,445 | $9,865+26.2% | $9,331+33.4% | $6,507+91.3% |
| Admin fee / account holder | $204,588 | $17,692+1056.4% | $16,305+1154.8% | $12,624+1520.7% |