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 | $205,690 | $108,912+88.9% | $100,383+104.9% | $145,959+40.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.74% | 57.96%-44.2pp | 49.26%-35.5pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,319 | $4,423-70.2% | $3,944-66.6% | $4,661-71.7% |
| Participant deferral / active EE | $14,208 | $8,451+68.1% | $8,086+75.7% | $6,689+112.4% |
| Admin fee / account holder | $1,548 | $9,690-84.0% | $7,900-80.4% | $13,398-88.4% |