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 | $189,493 | $96,484+96.4% | $75,886+149.7% | $152,861+24.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 15.86% | 33.98%-18.1pp | 30.76%-14.9pp | 345.32%-329.5pp |
| Employer contribution / active EE | $12,438 | $3,309+275.9% | $2,500+397.5% | $4,762+161.2% |
| Participant deferral / active EE | $5,639 | $4,553+23.8% | $3,603+56.5% | $5,850-3.6% |
| Admin fee / account holder | $4,213 | $8,078-47.8% | $5,418-22.2% | $11,596-63.7% |