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 | $223,163 | $165,984+34.4% | $164,813+35.4% | $145,922+52.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.10% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $11,747 | $5,273+122.8% | $4,341+170.6% | $4,660+152.1% |
| Participant deferral / active EE | $10,980 | $6,959+57.8% | $6,031+82.0% | $6,688+64.2% |
| Admin fee / account holder | $16,565 | $16,648-0.5% | $12,690+30.5% | $13,397+23.6% |