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 6-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 | $154,981 | $165,335-6.3% | $149,696+3.5% | $158,922-2.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 65.74% | 348.15%-282.4pp | 276.60%-210.9pp | 302.83%-237.1pp |
| Employer contribution / active EE | $19,781 | $5,103+287.7% | $4,644+325.9% | $4,761+315.5% |
| Participant deferral / active EE | $19,500 | $7,181+171.5% | $6,842+185.0% | $5,982+226.0% |
| Admin fee / account holder | $2,189 | $10,807-79.7% | $9,309-76.5% | $11,246-80.5% |