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 | $235,411 | $118,450+98.7% | $98,439+139.1% | $139,434+68.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.21% | 18.94%+2.3pp | 21.16%+0.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $6,707 | $3,609+85.8% | $3,048+120.0% | $4,751+41.2% |
| Participant deferral / active EE | $8,334 | $5,392+54.6% | $4,738+75.9% | $6,710+24.2% |
| Admin fee / account holder | $8,298 | $14,026-40.8% | $8,948-7.3% | $11,403-27.2% |