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 | $228,765 | $114,381+100.0% | $107,525+112.8% | $142,382+60.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.04% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $13,464 | $4,015+235.4% | $3,754+258.7% | $4,299+213.2% |
| Participant deferral / active EE | $3,444 | $5,564-38.1% | $5,116-32.7% | $6,507-47.1% |
| Admin fee / account holder | $5,055 | $9,860-48.7% | $8,919-43.3% | $12,624-60.0% |