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 | $247,896 | $101,724+143.7% | $164,813+50.4% | $80,856+206.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 15.05% | 16.72%-1.7pp | 69.93%-54.9pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,150 | $2,953+40.5% | $4,341-4.4% | $2,755+50.6% |
| Participant deferral / active EE | $9,606 | $4,477+114.5% | $6,031+59.3% | $4,296+123.6% |
| Admin fee / account holder | $22,705 | $8,227+176.0% | $12,690+78.9% | $6,918+228.2% |