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 | $226,265 | $103,376+118.9% | $87,100+159.8% | $152,861+48.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.70% | 28.10%-11.4pp | 28.19%-11.5pp | 345.32%-328.6pp |
| Employer contribution / active EE | $5,026 | $3,220+56.1% | $2,521+99.4% | $4,762+5.5% |
| Participant deferral / active EE | $6,161 | $4,778+28.9% | $4,049+52.2% | $5,850+5.3% |
| Admin fee / account holder | $1,427 | $12,205-88.3% | $7,497-81.0% | $11,596-87.7% |