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 | $140,677 | $217,402-35.3% | $185,823-24.3% | $167,490-16.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.97% | 148.36%-136.4pp | 122.05%-110.1pp | 478.56%-466.6pp |
| Employer contribution / active EE | $18,512 | $5,873+215.2% | $5,167+258.3% | $4,837+282.7% |
| Participant deferral / active EE | $16,053 | $6,356+152.6% | $5,568+188.3% | $6,341+153.2% |
| Admin fee / account holder | $972 | $19,811-95.1% | $16,237-94.0% | $12,309-92.1% |