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 | $112,637 | $209,336-46.2% | $197,124-42.9% | $137,256-17.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.45% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $22,170 | $6,591+236.4% | $6,227+256.0% | $4,156+433.5% |
| Participant deferral / active EE | $22,641 | $9,614+135.5% | $9,135+147.9% | $6,407+253.4% |
| Admin fee / account holder | $30,663 | $17,308+77.2% | $16,298+88.1% | $12,270+149.9% |