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 | $220,639 | $70,428+213.3% | $96,562+128.5% | $85,850+157.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.59% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,976 | $1,413+110.6% | $2,356+26.3% | $2,565+16.0% |
| Participant deferral / active EE | $8,181 | $2,894+182.7% | $3,849+112.6% | $3,952+107.0% |
| Admin fee / account holder | $901 | $4,997-82.0% | $6,181-85.4% | $6,260-85.6% |