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 | $234,899 | $114,381+105.4% | $107,525+118.5% | $142,382+65.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.35% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,299 | $4,015-67.6% | $3,754-65.4% | $4,299-69.8% |
| Participant deferral / active EE | $20,061 | $5,564+260.5% | $5,116+292.1% | $6,507+208.3% |
| Admin fee / account holder | $2,603 | $9,860-73.6% | $8,919-70.8% | $12,624-79.4% |