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 | $208,032 | $81,208+156.2% | $98,907+110.3% | $79,858+160.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 16.35% | 60.99%-44.6pp | 196.43%-180.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,998 | $1,960+104.0% | $2,689+48.7% | $2,471+61.8% |
| Participant deferral / active EE | $9,193 | $3,265+181.6% | $4,244+116.6% | $3,740+145.8% |
| Admin fee / account holder | $14,623 | $6,013+143.2% | $6,642+120.2% | $5,306+175.6% |