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 | $213,374 | $72,277+195.2% | $101,248+110.7% | $79,858+167.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 21.00% | 22.30%-1.3pp | 46.47%-25.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $11,115 | $2,692+313.0% | $3,660+203.7% | $2,471+349.9% |
| Participant deferral / active EE | $10,328 | $3,282+214.7% | $4,370+136.3% | $3,740+176.2% |
| Admin fee / account holder | $5,089 | $4,400+15.6% | $5,945-14.4% | $5,306-4.1% |