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 | $248,975 | $124,319+100.3% | $111,297+123.7% | $167,490+48.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 20.12% | 37.44%-17.3pp | 54.65%-34.5pp | 478.56%-458.4pp |
| Employer contribution / active EE | $14,649 | $3,435+326.4% | $2,731+436.4% | $4,837+202.8% |
| Participant deferral / active EE | $17,720 | $5,180+242.0% | $4,487+294.9% | $6,341+179.4% |
| Admin fee / account holder | $1,513 | $10,618-85.7% | $7,964-81.0% | $12,309-87.7% |