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 | $202,400 | $159,901+26.6% | $146,958+37.7% | $145,922+38.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.63% | 98.13%-78.5pp | 418.34%-398.7pp | 561.29%-541.7pp |
| Employer contribution / active EE | $4,687 | $5,286-11.3% | $4,933-5.0% | $4,660+0.6% |
| Participant deferral / active EE | $12,000 | $8,428+42.4% | $8,070+48.7% | $6,688+79.4% |
| Admin fee / account holder | $10,822 | $15,044-28.1% | $12,998-16.7% | $13,397-19.2% |