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 | $211,271 | $123,793+70.7% | $177,821+18.8% | $79,858+164.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.14% | 22.82%-3.7pp | 48.32%-29.2pp | 31.71%-12.6pp |
| Employer contribution / active EE | $13,306 | $4,095+224.9% | $5,918+124.8% | $2,471+438.5% |
| Participant deferral / active EE | $13,674 | $5,956+129.6% | $7,714+77.3% | $3,740+265.6% |
| Admin fee / account holder | $4,118 | $7,243-43.1% | $12,427-66.9% | $5,306-22.4% |