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 | $243,631 | $65,409+272.5% | $98,442+147.5% | $85,850+183.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.15% | 21.76%-4.6pp | 1492.73%-1475.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $8,021 | $2,168+270.0% | $2,960+171.0% | $2,565+212.7% |
| Participant deferral / active EE | $7,591 | $3,166+139.8% | $4,276+77.5% | $3,952+92.1% |
| Admin fee / account holder | $15,455 | $4,593+236.5% | $5,949+159.8% | $6,260+146.9% |