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 | $235,089 | $165,335+42.2% | $149,696+57.0% | $158,922+47.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.03% | 348.15%-326.1pp | 276.60%-254.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $13,329 | $5,103+161.2% | $4,644+187.0% | $4,761+179.9% |
| Participant deferral / active EE | $9,021 | $7,181+25.6% | $6,842+31.8% | $5,982+50.8% |
| Admin fee / account holder | $10,766 | $10,807-0.4% | $9,309+15.7% | $11,246-4.3% |