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 | $226,621 | $209,411+8.2% | $178,490+27.0% | $158,922+42.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.56% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $9,696 | $5,706+69.9% | $5,011+93.5% | $4,761+103.6% |
| Participant deferral / active EE | $10,495 | $5,954+76.3% | $5,202+101.8% | $5,982+75.4% |
| Admin fee / account holder | $4,800 | $17,074-71.9% | $13,984-65.7% | $11,246-57.3% |