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 | $227,047 | $72,071+215.0% | $68,368+232.1% | $137,256+65.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.78% | 353.14%-339.4pp | 292.57%-278.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $31,930 | $2,788+1045.3% | $2,649+1105.4% | $4,156+668.3% |
| Participant deferral / active EE | $29,760 | $4,410+574.8% | $4,123+621.8% | $6,407+364.5% |
| Admin fee / account holder | $26,402 | $5,336+394.8% | $5,150+412.7% | $12,270+115.2% |