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 | $144,855 | $176,056-17.7% | $159,436-9.1% | $167,490-13.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.64% | 331.75%-317.1pp | 263.57%-248.9pp | 478.56%-463.9pp |
| Employer contribution / active EE | $11,359 | $5,297+114.4% | $4,829+135.2% | $4,837+134.8% |
| Participant deferral / active EE | $11,359 | $7,750+46.6% | $7,352+54.5% | $6,341+79.1% |
| Admin fee / account holder | $99,258 | $12,554+690.6% | $10,799+819.2% | $12,309+706.4% |