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 | $168,415 | $148,534+13.4% | $135,903+23.9% | $139,434+20.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.06% | 79.19%-61.1pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $16,960 | $5,243+223.5% | $4,856+249.3% | $4,751+257.0% |
| Participant deferral / active EE | $10,938 | $8,100+35.0% | $7,758+41.0% | $6,710+63.0% |
| Admin fee / account holder | $5,848 | $12,400-52.8% | $10,762-45.7% | $11,403-48.7% |