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 | $243,166 | $159,901+52.1% | $146,958+65.5% | $145,922+66.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.90% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $6,219 | $5,286+17.7% | $4,933+26.1% | $4,660+33.5% |
| Participant deferral / active EE | $22,868 | $8,428+171.3% | $8,070+183.4% | $6,688+241.9% |
| Admin fee / account holder | $1,547 | $15,044-89.7% | $12,998-88.1% | $13,397-88.5% |