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 | $212,026 | $85,766+147.2% | $136,294+55.6% | $70,131+202.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.34% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $8,630 | $2,966+191.0% | $4,695+83.8% | $2,342+268.4% |
| Participant deferral / active EE | $5,890 | $5,051+16.6% | $6,247-5.7% | $3,332+76.8% |
| Admin fee / account holder | $4,639 | $5,420-14.4% | $9,243-49.8% | $4,645-0.1% |