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 3-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 | $171,311 | $214,378-20.1% | $200,582-14.6% | $142,382+20.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.27% | 46.41%-29.1pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $25,565 | $6,841+273.7% | $6,419+298.3% | $4,299+494.6% |
| Participant deferral / active EE | $13,003 | $9,865+31.8% | $9,331+39.3% | $6,507+99.8% |
| Admin fee / account holder | $905 | $17,692-94.9% | $16,305-94.4% | $12,624-92.8% |