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 | $248,232 | $104,251+138.1% | $91,001+172.8% | $147,584+68.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.13% | 27.06%-16.9pp | 4.60%+5.5pp | 578.55%-568.4pp |
| Employer contribution / active EE | $13,236 | $3,116+324.8% | $2,456+439.0% | $4,876+171.4% |
| Participant deferral / active EE | $6,921 | $4,195+65.0% | $3,547+95.1% | $5,439+27.3% |
| Admin fee / account holder | $8,947 | $8,9480% | $5,417+65.2% | $10,885-17.8% |