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 | $217,060 | $105,181+106.4% | $159,436+36.1% | $85,850+152.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 25.21% | 45.07%-19.9pp | 263.57%-238.4pp | 318.53%-293.3pp |
| Employer contribution / active EE | $6,077 | $3,318+83.2% | $4,829+25.8% | $2,565+136.9% |
| Participant deferral / active EE | $4,482 | $5,945-24.6% | $7,352-39.0% | $3,952+13.4% |
| Admin fee / account holder | $14,032 | $6,933+102.4% | $10,799+29.9% | $6,260+124.2% |