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 | $218,861 | $91,190+140.0% | $178,490+22.6% | $79,858+174.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.94% | 24.19%-12.3pp | 151.07%-139.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $12,987 | $3,256+298.9% | $5,011+159.2% | $2,471+425.6% |
| Participant deferral / active EE | $5,239 | $3,236+61.9% | $5,202+0.7% | $3,740+40.1% |
| Admin fee / account holder | $5,801 | $6,751-14.1% | $13,984-58.5% | $5,306+9.3% |