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 5-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 | $156,817 | $114,381+37.1% | $107,525+45.8% | $142,382+10.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.25% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $29,434 | $4,015+633.2% | $3,754+684.2% | $4,299+584.6% |
| Participant deferral / active EE | $29,687 | $5,564+433.5% | $5,116+480.3% | $6,507+356.2% |
| Admin fee / account holder | $36,790 | $9,860+273.1% | $8,919+312.5% | $12,624+191.4% |