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 | $246,805 | $148,534+66.2% | $135,903+81.6% | $139,434+77.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.46% | 79.19%-64.7pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,885 | $5,243-64.1% | $4,856-61.2% | $4,751-60.3% |
| Participant deferral / active EE | $14,274 | $8,100+76.2% | $7,758+84.0% | $6,710+112.7% |
| Admin fee / account holder | $32,033 | $12,400+158.3% | $10,762+197.6% | $11,403+180.9% |