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 | $244,167 | $178,174+37.0% | $156,181+56.3% | $137,256+77.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.24% | 84.19%-71.0pp | 64.87%-51.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $16,591 | $4,972+233.7% | $4,294+286.4% | $4,156+299.2% |
| Participant deferral / active EE | $14,367 | $6,888+108.6% | $6,132+134.3% | $6,407+124.2% |
| Admin fee / account holder | $2,165 | $17,404-87.6% | $14,586-85.2% | $12,270-82.4% |