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 | $229,545 | $112,881+103.4% | $90,951+152.4% | $158,922+44.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.51% | 215.79%-196.3pp | 134.60%-115.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $3,265 | $2,893+12.8% | $2,122+53.9% | $4,761-31.4% |
| Participant deferral / active EE | $12,630 | $4,128+206.0% | $3,373+274.5% | $5,982+111.1% |
| Admin fee / account holder | $390 | $8,041-95.1% | $5,959-93.5% | $11,246-96.5% |