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 | $214,368 | $78,672+172.5% | $109,143+96.4% | $85,850+149.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 23.13% | 25.09%-2.0pp | 25.75%-2.6pp | 318.53%-295.4pp |
| Employer contribution / active EE | $6,652 | $2,735+143.2% | $3,722+78.7% | $2,565+159.3% |
| Participant deferral / active EE | $5,708 | $3,467+64.6% | $4,653+22.7% | $3,952+44.4% |
| Admin fee / account holder | $7,060 | $5,469+29.1% | $6,752+4.6% | $6,260+12.8% |