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 | $238,386 | $111,535+113.7% | $105,223+126.6% | $137,256+73.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 12.54% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $13,682 | $3,939+247.3% | $3,689+270.9% | $4,156+229.2% |
| Participant deferral / active EE | $11,559 | $5,500+110.2% | $5,072+127.9% | $6,407+80.4% |
| Admin fee / account holder | $1,367 | $9,721-85.9% | $8,859-84.6% | $12,270-88.9% |