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 | $204,756 | $159,901+28.1% | $146,958+39.3% | $145,922+40.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.35% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $19,048 | $5,286+260.3% | $4,933+286.1% | $4,660+308.8% |
| Participant deferral / active EE | $5,619 | $8,428-33.3% | $8,070-30.4% | $6,688-16.0% |
| Admin fee / account holder | $29,335 | $15,044+95.0% | $12,998+125.7% | $13,397+119.0% |