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 | $237,009 | $99,877+137.3% | $84,966+178.9% | $145,922+62.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.26% | 83.76%-73.5pp | 66.38%-56.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $5,218 | $3,231+61.5% | $2,727+91.3% | $4,660+12.0% |
| Participant deferral / active EE | $15,444 | $5,291+191.9% | $4,519+241.7% | $6,688+130.9% |
| Admin fee / account holder | $1,124 | $7,248-84.5% | $6,149-81.7% | $13,397-91.6% |