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 | $208,114 | $100,773+106.5% | $88,946+134.0% | $142,382+46.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.74% | 70.18%-56.4pp | 57.82%-44.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $6,952 | $2,918+138.3% | $2,555+172.1% | $4,299+61.7% |
| Participant deferral / active EE | $14,927 | $5,230+185.4% | $4,581+225.8% | $6,507+129.4% |
| Admin fee / account holder | $2,013 | $9,693-79.2% | $8,261-75.6% | $12,624-84.1% |