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 | $241,199 | $78,422+207.6% | $95,952+151.4% | $79,858+202.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 26.97% | 19.37%+7.6pp | 91.61%-64.6pp | 31.71%-4.7pp |
| Employer contribution / active EE | $6,348 | $1,945+226.4% | $2,541+149.8% | $2,471+156.9% |
| Participant deferral / active EE | $3,447 | $3,440+0.2% | $4,167-17.3% | $3,740-7.8% |
| Admin fee / account holder | $10,634 | $5,622+89.1% | $6,795+56.5% | $5,306+100.4% |