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 | $236,367 | $92,703+155.0% | $82,719+185.7% | $134,475+75.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 5.81% | 944.92%-939.1pp | 701.18%-695.4pp | 417.96%-412.2pp |
| Employer contribution / active EE | $10,838 | $3,274+231.1% | $3,009+260.2% | $4,740+128.7% |
| Participant deferral / active EE | $5,796 | $4,802+20.7% | $4,395+31.9% | $6,400-9.4% |
| Admin fee / account holder | $82,262 | $5,983+1275.0% | $5,329+1443.7% | $11,426+620.0% |