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 | $235,678 | $63,346+272.0% | $92,233+155.5% | $70,131+236.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.74% | 530.12%-514.4pp | 176.28%-160.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $11,646 | $2,471+371.3% | $3,679+216.5% | $2,342+397.2% |
| Participant deferral / active EE | $10,494 | $2,854+267.7% | $3,897+169.3% | $3,332+215.0% |
| Admin fee / account holder | $1,821 | $3,840-52.6% | $5,194-64.9% | $4,645-60.8% |