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 | $248,157 | $118,680+109.1% | $98,907+150.9% | $158,922+56.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.73% | 372.35%-353.6pp | 196.43%-177.7pp | 302.83%-284.1pp |
| Employer contribution / active EE | $15,810 | $3,333+374.4% | $2,689+488.0% | $4,761+232.1% |
| Participant deferral / active EE | $15,694 | $5,088+208.5% | $4,244+269.8% | $5,982+162.4% |
| Admin fee / account holder | $16,522 | $10,131+63.1% | $6,642+148.8% | $11,246+46.9% |