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 | $164,041 | $150,197+9.2% | $120,368+36.3% | $145,959+12.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.87% | 154.26%-145.4pp | 107.26%-98.4pp | 561.95%-553.1pp |
| Employer contribution / active EE | $15,969 | $4,350+267.1% | $3,465+360.9% | $4,661+242.6% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,991-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,098 | $12,216-9.2% | $9,429+17.7% | $13,398-17.2% |