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 | $171,603 | $100,852+70.2% | $90,404+89.8% | $158,922+8.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.60% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $11,566 | $3,689+213.6% | $3,262+254.6% | $4,761+142.9% |
| Participant deferral / active EE | $7,117 | $4,348+63.7% | $3,963+79.6% | $5,982+19.0% |
| Admin fee / account holder | $9,172 | $6,501+41.1% | $5,611+63.5% | $11,246-18.4% |