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 | $228,238 | $104,907+117.6% | $84,611+169.8% | $152,861+49.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.96% | 373.79%-353.8pp | 258.74%-238.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $25,300 | $3,302+666.3% | $2,652+854.0% | $4,762+431.3% |
| Participant deferral / active EE | $16,100 | $4,688+243.4% | $3,899+313.0% | $5,850+175.2% |
| Admin fee / account holder | $2,275 | $6,241-63.5% | $4,912-53.7% | $11,596-80.4% |