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 | $195,936 | $84,696+131.3% | $75,696+158.8% | $167,490+17.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.09% | 199.36%-187.3pp | 104.53%-92.4pp | 478.56%-466.5pp |
| Employer contribution / active EE | $10,579 | $3,230+227.6% | $2,743+285.7% | $4,837+118.7% |
| Participant deferral / active EE | $3,618 | $4,580-21.0% | $3,821-5.3% | $6,341-43.0% |
| Admin fee / account holder | $16,324 | $5,355+204.8% | $3,619+351.1% | $12,309+32.6% |