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 | $210,039 | $93,571+124.5% | $135,903+54.6% | $75,163+179.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.99% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $4,401 | $3,537+24.4% | $4,856-9.4% | $2,670+64.8% |
| Participant deferral / active EE | $8,634 | $6,404+34.8% | $7,758+11.3% | $4,125+109.3% |
| Admin fee / account holder | $10,489 | $6,975+50.4% | $10,762-2.5% | $5,651+85.6% |