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 | $201,717 | $101,069+99.6% | $81,478+147.6% | $147,584+36.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.00% | 32.40%-13.4pp | 38.78%-19.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $3,495 | $3,205+9.0% | $2,568+36.1% | $4,876-28.3% |
| Participant deferral / active EE | $7,883 | $4,242+85.8% | $3,537+122.9% | $5,439+44.9% |
| Admin fee / account holder | $2,187 | $5,812-62.4% | $4,561-52.1% | $10,885-79.9% |