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 | $231,109 | $111,301+107.6% | $112,977+104.6% | $158,922+45.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 44.70% | 26.40%+18.3pp | 24.24%+20.5pp | 302.83%-258.1pp |
| Employer contribution / active EE | $2,790 | $4,471-37.6% | $4,255-34.4% | $4,761-41.4% |
| Participant deferral / active EE | $7,981 | $5,880+35.7% | $5,836+36.8% | $5,982+33.4% |
| Admin fee / account holder | $17,586 | $8,392+109.6% | $6,294+179.4% | $11,246+56.4% |