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 | $241,432 | $165,335+46.0% | $149,696+61.3% | $158,922+51.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.16% | 348.15%-339.0pp | 276.60%-267.4pp | 302.83%-293.7pp |
| Employer contribution / active EE | $16,871 | $5,103+230.6% | $4,644+263.3% | $4,761+254.3% |
| Participant deferral / active EE | $13,442 | $7,181+87.2% | $6,842+96.5% | $5,982+124.7% |
| Admin fee / account holder | $897 | $10,807-91.7% | $9,309-90.4% | $11,246-92.0% |