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 | $248,073 | $87,733+182.8% | $106,548+132.8% | $85,850+189.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.00% | 21.86%-9.9pp | 26.80%-14.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $13,214 | $2,073+537.5% | $2,819+368.8% | $2,565+415.2% |
| Participant deferral / active EE | $7,197 | $3,469+107.4% | $4,398+63.6% | $3,952+82.1% |
| Admin fee / account holder | $3,905 | $6,767-42.3% | $7,407-47.3% | $6,260-37.6% |