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 | $122,370 | $183,519-33.3% | $155,509-21.3% | $145,922-16.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.64% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $14,634 | $5,313+175.4% | $4,672+213.2% | $4,660+214.1% |
| Participant deferral / active EE | $31,627 | $6,462+389.4% | $5,626+462.1% | $6,688+372.9% |
| Admin fee / account holder | $17,464 | $19,313-9.6% | $15,912+9.8% | $13,397+30.4% |