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 | $242,756 | $54,705+343.8% | $71,209+240.9% | $84,808+186.2% |
| Participation rate | 97.4% | 64.1%+33.3pp | 73.8%+23.6pp | 68.3%+29.1pp |
| Annual return | 13.77% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $14,176 | $2,158+556.9% | $2,721+421.0% | $2,631+438.8% |
| Participant deferral / active EE | $10,702 | $3,030+253.1% | $4,175+156.3% | $4,212+154.1% |
| Admin fee / account holder | $11,928 | $4,863+145.3% | $5,349+123.0% | $7,344+62.4% |