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 | $209,202 | $70,475+196.8% | $100,516+108.1% | $79,858+162.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 31.82% | 21.90%+9.9pp | 30.89%+0.9pp | 31.71%+0.1pp |
| Employer contribution / active EE | $2,994 | $2,165+38.3% | $3,418-12.4% | $2,471+21.2% |
| Participant deferral / active EE | $7,070 | $5,181+36.5% | $6,270+12.8% | $3,740+89.0% |
| Admin fee / account holder | $28,273 | $4,478+531.3% | $8,081+249.9% | $5,306+432.8% |