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 | $239,712 | $104,907+128.5% | $84,611+183.3% | $152,861+56.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.66% | 373.79%-352.1pp | 258.74%-237.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $5,722 | $3,302+73.3% | $2,652+115.8% | $4,762+20.2% |
| Participant deferral / active EE | $7,223 | $4,688+54.1% | $3,899+85.3% | $5,850+23.5% |
| Admin fee / account holder | $11,264 | $6,241+80.5% | $4,912+129.3% | $11,596-2.9% |