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 | $215,399 | $117,690+83.0% | $71,735+200.3% | $134,475+60.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | 7.45% | 25.44%-18.0pp | 9.14%-1.7pp | 417.96%-410.5pp |
| Employer contribution / active EE | $6,492 | $2,525+157.1% | $1,704+281.0% | $4,740+37.0% |
| Participant deferral / active EE | $5,045 | $3,759+34.2% | $2,658+89.8% | $6,400-21.2% |
| Admin fee / account holder | $41,750 | $6,379+554.5% | $3,974+950.6% | $11,426+265.4% |