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 | $199,608 | $198,466+0.6% | $170,442+17.1% | $147,584+35.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.20% | 257.29%-244.1pp | 205.93%-192.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $18,462 | $6,184+198.6% | $5,433+239.8% | $4,876+278.6% |
| Participant deferral / active EE | $5,664 | $5,629+0.6% | $4,939+14.7% | $5,439+4.1% |
| Admin fee / account holder | $3,722 | $16,852-77.9% | $13,880-73.2% | $10,885-65.8% |