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 | $234,901 | $109,413+114.7% | $156,263+50.3% | $84,808+177.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 21.47% | 20.18%+1.3pp | 59.47%-38.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $15,057 | $2,907+418.0% | $4,333+247.5% | $2,631+472.3% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $10,493 | $9,357+12.1% | $14,255-26.4% | $7,344+42.9% |