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 | $232,040 | $117,841+96.9% | $102,423+126.5% | $145,922+59.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.61% | 31.65%-22.0pp | 29.32%-19.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $10,788 | $3,615+198.4% | $3,023+256.8% | $4,660+131.5% |
| Participant deferral / active EE | $4,280 | $5,731-25.3% | $5,053-15.3% | $6,688-36.0% |
| Admin fee / account holder | $5,368 | $13,326-59.7% | $9,451-43.2% | $13,397-59.9% |