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 | $248,890 | $111,754+122.7% | $103,333+140.9% | $145,922+70.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.05% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $30,262 | $4,212+618.4% | $3,868+682.4% | $4,660+549.5% |
| Participant deferral / active EE | $1,977 | $5,619-64.8% | $5,057-60.9% | $6,688-70.4% |
| Admin fee / account holder | $830 | $9,750-91.5% | $8,355-90.1% | $13,397-93.8% |