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 | $216,638 | $106,515+103.4% | $96,683+124.1% | $139,434+55.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.84% | 38.43%-19.6pp | 35.69%-16.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $23,698 | $4,103+477.6% | $3,737+534.2% | $4,751+398.8% |
| Participant deferral / active EE | $4,183 | $5,454-23.3% | $4,878-14.3% | $6,710-37.7% |
| Admin fee / account holder | $7,679 | $7,877-2.5% | $6,730+14.1% | $11,403-32.7% |