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 | $221,489 | $105,181+110.6% | $159,436+38.9% | $85,850+158.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.15% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,137 | $3,318-5.5% | $4,829-35.0% | $2,565+22.3% |
| Participant deferral / active EE | $7,679 | $5,945+29.2% | $7,352+4.4% | $3,952+94.3% |
| Admin fee / account holder | $8,654 | $6,933+24.8% | $10,799-19.9% | $6,260+38.3% |