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 | $177,782 | $183,519-3.1% | $155,509+14.3% | $145,922+21.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.17% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $9,973 | $5,313+87.7% | $4,672+113.4% | $4,660+114.0% |
| Participant deferral / active EE | $14,655 | $6,462+126.8% | $5,626+160.5% | $6,688+119.1% |
| Admin fee / account holder | $11,286 | $19,313-41.6% | $15,912-29.1% | $13,397-15.8% |