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 | $219,099 | $91,552+139.3% | $133,956+63.6% | $79,858+174.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.06% | 61.85%-45.8pp | 45.09%-29.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $5,069 | $2,384+112.7% | $3,919+29.4% | $2,471+105.2% |
| Participant deferral / active EE | $7,030 | $3,733+88.3% | $5,048+39.3% | $3,740+88.0% |
| Admin fee / account holder | $27,703 | $6,321+338.3% | $8,927+210.3% | $5,306+422.1% |