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 | $161,927 | $85,202+90.1% | $172,739-6.3% | $72,985+121.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.64% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $4,012 | $3,324+20.7% | $5,143-22.0% | $2,440+64.4% |
| Participant deferral / active EE | $5,035 | $3,260+54.5% | $5,198-3.1% | $3,607+39.6% |
| Admin fee / account holder | $1,052 | $5,884-82.1% | $13,954-92.5% | $5,124-79.5% |