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 | $240,777 | $176,812+36.2% | $146,665+64.2% | $167,490+43.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.96% | 24.03%-14.1pp | 22.74%-12.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $9,795 | $5,160+89.8% | $4,136+136.8% | $4,837+102.5% |
| Participant deferral / active EE | $4,007 | $6,440-37.8% | $5,506-27.2% | $6,341-36.8% |
| Admin fee / account holder | $6,246 | $13,259-52.9% | $10,280-39.2% | $12,309-49.3% |