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 | $219,125 | $183,963+19.1% | $162,163+35.1% | $152,861+43.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.14% | 150.76%-130.6pp | 115.59%-95.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $9,383 | $6,371+47.3% | $5,614+67.2% | $4,762+97.0% |
| Participant deferral / active EE | $3,108 | $8,034-61.3% | $7,298-57.4% | $5,850-46.9% |
| Admin fee / account holder | $11,259 | $13,121-14.2% | $10,843+3.8% | $11,596-2.9% |