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 | $236,375 | $227,553+3.9% | $189,557+24.7% | $167,490+41.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.56% | 78.40%-59.8pp | 64.17%-45.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $37,500 | $5,316+605.4% | $4,412+749.9% | $4,837+675.2% |
| Participant deferral / active EE | $17,250 | $7,002+146.4% | $6,174+179.4% | $6,341+172.0% |
| Admin fee / account holder | $2,310 | $11,878-80.6% | $9,807-76.5% | $12,309-81.2% |