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 | $195,966 | $115,882+69.1% | $100,516+95.0% | $158,922+23.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.14% | 34.79%-20.7pp | 30.89%-16.8pp | 302.83%-288.7pp |
| Employer contribution / active EE | $30,943 | $4,103+654.2% | $3,418+805.4% | $4,761+549.9% |
| Participant deferral / active EE | $10,165 | $6,674+52.3% | $6,270+62.1% | $5,982+69.9% |
| Admin fee / account holder | $936 | $10,995-91.5% | $8,081-88.4% | $11,246-91.7% |