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 | $233,952 | $89,355+161.8% | $141,162+65.7% | $72,985+220.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.39% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $7,469 | $3,114+139.8% | $4,735+57.7% | $2,440+206.1% |
| Participant deferral / active EE | $12,200 | $5,418+125.2% | $6,709+81.8% | $3,607+238.2% |
| Admin fee / account holder | $2,417 | $5,958-59.4% | $10,261-76.4% | $5,124-52.8% |