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 | $229,082 | $103,376+121.6% | $87,100+163.0% | $152,861+49.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 26.06% | 28.10%-2.0pp | 28.19%-2.1pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,212 | $3,220-31.3% | $2,521-12.3% | $4,762-53.5% |
| Participant deferral / active EE | $6,679 | $4,778+39.8% | $4,049+65.0% | $5,850+14.2% |
| Admin fee / account holder | $642 | $12,205-94.7% | $7,497-91.4% | $11,596-94.5% |