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 | $240,470 | $72,277+232.7% | $101,248+137.5% | $79,858+201.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.28% | 22.30%-8.0pp | 46.47%-32.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,461 | $2,692-8.6% | $3,660-32.7% | $2,471-0.4% |
| Participant deferral / active EE | $11,060 | $3,282+237.0% | $4,370+153.1% | $3,740+195.7% |
| Admin fee / account holder | $2,118 | $4,400-51.9% | $5,945-64.4% | $5,306-60.1% |