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 | $126,217 | $132,634-4.8% | $115,768+9.0% | $137,256-8.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.93% | 160.70%-144.8pp | 100.46%-84.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $12,124 | $3,360+260.9% | $2,940+312.4% | $4,156+191.7% |
| Participant deferral / active EE | $9,559 | $5,619+70.1% | $4,917+94.4% | $6,407+49.2% |
| Admin fee / account holder | $16,330 | $15,028+8.7% | $12,439+31.3% | $12,270+33.1% |