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 | $207,227 | $190,805+8.6% | $159,960+29.5% | $134,475+54.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 2.73% | 552.23%-549.5pp | 408.60%-405.9pp | 417.96%-415.2pp |
| Employer contribution / active EE | $11,366 | $4,995+127.5% | $4,226+169.0% | $4,740+139.8% |
| Participant deferral / active EE | $7,104 | $6,923+2.6% | $6,182+14.9% | $6,400+11.0% |
| Admin fee / account holder | $29,817 | $10,471+184.7% | $8,698+242.8% | $11,426+161.0% |