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 | $197,056 | $74,888+163.1% | $71,209+176.7% | $142,382+38.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.15% | 345.14%-323.0pp | 282.51%-260.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $8,470 | $2,854+196.8% | $2,721+211.3% | $4,299+97.0% |
| Participant deferral / active EE | $5,804 | $4,454+30.3% | $4,175+39.0% | $6,507-10.8% |
| Admin fee / account holder | $41,375 | $5,568+643.0% | $5,349+673.5% | $12,624+227.8% |