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 | $237,866 | $165,335+43.9% | $149,696+58.9% | $158,922+49.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.08% | 348.15%-336.1pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,540 | $5,103-50.2% | $4,644-45.3% | $4,761-46.7% |
| Participant deferral / active EE | $11,000 | $7,181+53.2% | $6,842+60.8% | $5,982+83.9% |
| Admin fee / account holder | $87,148 | $10,807+706.4% | $9,309+836.2% | $11,246+674.9% |