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 | $201,635 | $117,983+70.9% | $101,794+98.1% | $142,382+41.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.49% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $15,000 | $2,773+441.0% | $2,289+555.3% | $4,299+248.9% |
| Participant deferral / active EE | $3,851 | $4,714-18.3% | $4,084-5.7% | $6,507-40.8% |
| Admin fee / account holder | $5,671 | $10,433-45.6% | $8,777-35.4% | $12,624-55.1% |