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 | $219,570 | $148,978+47.4% | $200,582+9.5% | $84,808+158.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.88% | 28.16%-14.3pp | 42.33%-28.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $9,321 | $4,815+93.6% | $6,419+45.2% | $2,631+254.3% |
| Participant deferral / active EE | $10,504 | $7,142+47.1% | $9,331+12.6% | $4,212+149.4% |
| Admin fee / account holder | $26,877 | $13,977+92.3% | $16,305+64.8% | $7,344+266.0% |