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 | $197,991 | $81,208+143.8% | $98,907+100.2% | $79,858+147.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 18.25% | 60.99%-42.7pp | 196.43%-178.2pp | 31.71%-13.5pp |
| Employer contribution / active EE | $7,417 | $1,960+278.5% | $2,689+175.9% | $2,471+200.2% |
| Participant deferral / active EE | $11,354 | $3,265+247.8% | $4,244+167.5% | $3,740+203.6% |
| Admin fee / account holder | $1,264 | $6,013-79.0% | $6,642-81.0% | $5,306-76.2% |