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 | $243,841 | $65,365+273.0% | $92,893+162.5% | $72,985+234.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 25.20% | 42.10%-16.9pp | 109.41%-84.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $8,559 | $2,594+229.9% | $3,653+134.3% | $2,440+250.8% |
| Participant deferral / active EE | $12,002 | $3,128+283.6% | $4,236+183.3% | $3,607+232.7% |
| Admin fee / account holder | $4,326 | $4,251+1.8% | $5,794-25.3% | $5,124-15.6% |