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 | $221,993 | $144,119+54.0% | $117,854+88.4% | $147,584+50.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.80% | 531.15%-517.3pp | 335.08%-321.3pp | 578.55%-564.7pp |
| Employer contribution / active EE | $11,000 | $4,896+124.7% | $3,786+190.5% | $4,876+125.6% |
| Participant deferral / active EE | $7,043 | $5,316+32.5% | $4,482+57.2% | $5,439+29.5% |
| Admin fee / account holder | $1,894 | $10,886-82.6% | $8,020-76.4% | $10,885-82.6% |