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 | $242,177 | $148,534+63.0% | $135,903+78.2% | $139,434+73.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.88% | 79.19%-59.3pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $19,706 | $5,243+275.9% | $4,856+305.8% | $4,751+314.8% |
| Participant deferral / active EE | $15,185 | $8,100+87.5% | $7,758+95.7% | $6,710+126.3% |
| Admin fee / account holder | $5,379 | $12,400-56.6% | $10,762-50.0% | $11,403-52.8% |