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 4-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 | $217,344 | $124,425+74.7% | $112,040+94.0% | $137,256+58.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.18% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $29,196 | $3,411+755.8% | $2,954+888.4% | $4,156+602.5% |
| Participant deferral / active EE | $16,722 | $5,718+192.4% | $5,098+228.0% | $6,407+161.0% |
| Admin fee / account holder | $1,909 | $15,207-87.4% | $12,098-84.2% | $12,270-84.4% |