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 | $213,029 | $93,571+127.7% | $135,903+56.8% | $75,163+183.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.51% | 30.90%-6.4pp | 68.23%-43.7pp | 160.62%-136.1pp |
| Employer contribution / active EE | $5,220 | $3,537+47.6% | $4,856+7.5% | $2,670+95.5% |
| Participant deferral / active EE | $11,818 | $6,404+84.5% | $7,758+52.3% | $4,125+186.5% |
| Admin fee / account holder | $13,505 | $6,975+93.6% | $10,762+25.5% | $5,651+139.0% |