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 | $227,147 | $185,822+22.2% | $169,993+33.6% | $139,434+62.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.39% | 60.50%-30.1pp | 53.37%-23.0pp | 372.94%-342.6pp |
| Employer contribution / active EE | $20,194 | $7,590+166.1% | $6,785+197.6% | $4,751+325.1% |
| Participant deferral / active EE | $8,186 | $11,622-29.6% | $10,408-21.3% | $6,710+22.0% |
| Admin fee / account holder | $830 | $15,381-94.6% | $12,815-93.5% | $11,403-92.7% |