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 | $201,407 | $100,773+99.9% | $88,946+126.4% | $142,382+41.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.14% | 70.18%-59.0pp | 57.82%-46.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,346 | $2,918+14.7% | $2,555+30.9% | $4,299-22.2% |
| Participant deferral / active EE | $12,573 | $5,230+140.4% | $4,581+174.4% | $6,507+93.2% |
| Admin fee / account holder | $910 | $9,693-90.6% | $8,261-89.0% | $12,624-92.8% |