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 | $225,017 | $81,947+174.6% | $105,387+113.5% | $72,985+208.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.10% | 42.90%-20.8pp | 26.82%-4.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $22,480 | $3,468+548.2% | $4,213+433.5% | $2,440+821.4% |
| Participant deferral / active EE | $8,736 | $4,494+94.4% | $5,502+58.8% | $3,607+142.2% |
| Admin fee / account holder | $42,726 | $6,258+582.8% | $6,559+551.5% | $5,124+733.8% |