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 | $172,596 | $81,632+111.4% | $70,449+145.0% | $158,922+8.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.46% | 208.40%-190.9pp | 109.03%-91.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $6,509 | $3,217+102.3% | $2,737+137.9% | $4,761+36.7% |
| Participant deferral / active EE | $10,002 | $4,554+119.6% | $3,709+169.7% | $5,982+67.2% |
| Admin fee / account holder | $2,484 | $6,193-59.9% | $3,845-35.4% | $11,246-77.9% |