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 | $207,006 | $165,335+25.2% | $149,696+38.3% | $158,922+30.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.51% | 348.15%-327.6pp | 276.60%-256.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $32,306 | $5,103+533.1% | $4,644+595.6% | $4,761+578.5% |
| Participant deferral / active EE | $33,470 | $7,181+366.1% | $6,842+389.2% | $5,982+459.5% |
| Admin fee / account holder | $8,364 | $10,807-22.6% | $9,309-10.1% | $11,246-25.6% |