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 | $241,558 | $100,773+139.7% | $88,946+171.6% | $142,382+69.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.97% | 70.18%-59.2pp | 57.82%-46.8pp | 217.08%-206.1pp |
| Employer contribution / active EE | $7,732 | $2,918+165.0% | $2,555+202.6% | $4,299+79.9% |
| Participant deferral / active EE | $2,659 | $5,230-49.2% | $4,581-42.0% | $6,507-59.1% |
| Admin fee / account holder | $6,110 | $9,693-37.0% | $8,261-26.0% | $12,624-51.6% |