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 | $229,905 | $74,888+207.0% | $71,209+222.9% | $142,382+61.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.40% | 345.14%-321.7pp | 282.51%-259.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,548 | $2,854-10.7% | $2,721-6.3% | $4,299-40.7% |
| Participant deferral / active EE | $5,844 | $4,454+31.2% | $4,175+40.0% | $6,507-10.2% |
| Admin fee / account holder | $2,321 | $5,568-58.3% | $5,349-56.6% | $12,624-81.6% |