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 | $246,854 | $66,402+271.8% | $109,895+124.6% | $85,850+187.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 13.72% | 19.59%-5.9pp | 29.45%-15.7pp | 318.53%-304.8pp |
| Employer contribution / active EE | $8,901 | $1,687+427.6% | $2,842+213.2% | $2,565+247.0% |
| Participant deferral / active EE | $2,575 | $2,842-9.4% | $4,048-36.4% | $3,952-34.8% |
| Admin fee / account holder | $13,667 | $4,557+199.9% | $6,066+125.3% | $6,260+118.3% |