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 | $146,802 | $156,846-6.4% | $121,098+21.2% | $139,434+5.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.43% | 1474.56%-1465.1pp | 985.75%-976.3pp | 372.94%-363.5pp |
| Employer contribution / active EE | $16,339 | $5,536+195.1% | $4,164+292.4% | $4,751+243.9% |
| Participant deferral / active EE | $11,539 | $4,844+138.2% | $4,080+182.8% | $6,710+72.0% |
| Admin fee / account holder | $17,376 | $6,946+150.2% | $5,644+207.8% | $11,403+52.4% |