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 | $224,990 | $102,966+118.5% | $90,281+149.2% | $152,861+47.2% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 22.03% | 95.16%-73.1pp | 78.10%-56.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $12,354 | $3,139+293.6% | $2,854+332.8% | $4,762+159.4% |
| Participant deferral / active EE | $5,165 | $4,281+20.6% | $3,885+32.9% | $5,850-11.7% |
| Admin fee / account holder | $14,152 | $6,171+129.3% | $5,351+164.5% | $11,596+22.0% |