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 | $220,990 | $111,754+97.7% | $103,333+113.9% | $145,922+51.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.38% | 24.77%-3.4pp | 24.88%-3.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $13,866 | $4,212+229.2% | $3,868+258.5% | $4,660+197.6% |
| Participant deferral / active EE | $8,675 | $5,619+54.4% | $5,057+71.5% | $6,688+29.7% |
| Admin fee / account holder | $2,640 | $9,750-72.9% | $8,355-68.4% | $13,397-80.3% |