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 | $230,444 | $85,022+171.0% | $70,515+226.8% | $139,434+65.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.78% | 30.38%-17.6pp | 32.77%-20.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,172 | $3,909-18.9% | $2,973+6.7% | $4,751-33.2% |
| Participant deferral / active EE | $6,916 | $5,890+17.4% | $4,567+51.4% | $6,710+3.1% |
| Admin fee / account holder | $50,430 | $8,906+466.3% | $6,412+686.5% | $11,403+342.3% |