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 | $186,975 | $129,217+44.7% | $93,406+100.2% | $158,922+17.7% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 22.22% | 118.21%-96.0pp | 78.05%-55.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $7,540 | $2,711+178.1% | $2,075+263.4% | $4,761+58.4% |
| Participant deferral / active EE | $7,542 | $3,909+92.9% | $3,126+141.3% | $5,982+26.1% |
| Admin fee / account holder | $745 | $7,383-89.9% | $5,230-85.8% | $11,246-93.4% |