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 | $207,523 | $104,974+97.7% | $95,585+117.1% | $142,382+45.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.54% | 210.33%-197.8pp | 38.56%-26.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,831 | $2,779+37.9% | $2,527+51.6% | $4,299-10.9% |
| Participant deferral / active EE | $11,293 | $4,352+159.5% | $4,023+180.7% | $6,507+73.5% |
| Admin fee / account holder | $1,908 | $6,386-70.1% | $6,127-68.9% | $12,624-84.9% |