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 | $233,270 | $214,378+8.8% | $200,582+16.3% | $142,382+63.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.65% | 46.41%-26.8pp | 42.33%-22.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $12,281 | $6,841+79.5% | $6,419+91.3% | $4,299+185.7% |
| Participant deferral / active EE | $16,228 | $9,865+64.5% | $9,331+73.9% | $6,507+149.4% |
| Admin fee / account holder | $5,399 | $17,692-69.5% | $16,305-66.9% | $12,624-57.2% |