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 | $211,305 | $88,672+138.3% | $105,223+100.8% | $82,448+156.3% |
| Participation rate | 97.4% | 67.9%+29.5pp | 75.0%+22.4pp | 68.1%+29.4pp |
| Annual return | 13.85% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $14,564 | $3,048+377.9% | $3,689+294.9% | $2,551+470.9% |
| Participant deferral / active EE | $8,402 | $4,036+108.2% | $5,072+65.7% | $4,139+103.0% |
| Admin fee / account holder | $18,635 | $7,146+160.8% | $8,859+110.4% | $7,234+157.6% |