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 | $188,309 | $209,411-10.1% | $178,490+5.5% | $158,922+18.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.79% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $13,699 | $5,706+140.1% | $5,011+173.4% | $4,761+187.7% |
| Participant deferral / active EE | $7,302 | $5,954+22.6% | $5,202+40.4% | $5,982+22.1% |
| Admin fee / account holder | $4,867 | $17,074-71.5% | $13,984-65.2% | $11,246-56.7% |