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 | $220,819 | $77,899+183.5% | $149,673+47.5% | $75,163+193.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.63% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $13,184 | $3,137+320.2% | $4,818+173.7% | $2,670+393.8% |
| Participant deferral / active EE | $5,724 | $3,411+67.8% | $5,680+0.8% | $4,125+38.8% |
| Admin fee / account holder | $2,701 | $5,956-54.6% | $13,210-79.6% | $5,651-52.2% |