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 | $249,971 | $159,602+56.6% | $150,045+66.6% | $142,382+75.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.94% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $23,350 | $4,961+370.7% | $4,693+397.5% | $4,299+443.1% |
| Participant deferral / active EE | $11,098 | $8,310+33.5% | $7,997+38.8% | $6,507+70.5% |
| Admin fee / account holder | $1,317 | $14,846-91.1% | $13,435-90.2% | $12,624-89.6% |