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 | $205,820 | $78,422+162.5% | $95,952+114.5% | $79,858+157.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.49% | 19.37%-5.9pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $5,167 | $1,945+165.7% | $2,541+103.4% | $2,471+109.1% |
| Participant deferral / active EE | $5,204 | $3,440+51.3% | $4,167+24.9% | $3,740+39.1% |
| Admin fee / account holder | $2,416 | $5,622-57.0% | $6,795-64.4% | $5,306-54.5% |