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 | $245,986 | $118,450+107.7% | $98,439+149.9% | $139,434+76.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.32% | 18.94%-3.6pp | 21.16%-5.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $4,839 | $3,609+34.1% | $3,048+58.8% | $4,751+1.9% |
| Participant deferral / active EE | $6,176 | $5,392+14.5% | $4,738+30.4% | $6,710-8.0% |
| Admin fee / account holder | $11,823 | $14,026-15.7% | $8,948+32.1% | $11,403+3.7% |