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 | $238,536 | $157,256+51.7% | $141,162+69.0% | $152,861+56.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.95% | 64.32%-48.4pp | 71.39%-55.4pp | 345.32%-329.4pp |
| Employer contribution / active EE | $10,237 | $5,261+94.6% | $4,735+116.2% | $4,762+114.9% |
| Participant deferral / active EE | $9,992 | $7,109+40.5% | $6,709+48.9% | $5,850+70.8% |
| Admin fee / account holder | $17,042 | $12,120+40.6% | $10,261+66.1% | $11,596+47.0% |