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 | $156,026 | $109,904+42.0% | $97,167+60.6% | $145,959+6.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.96% | 243.43%-227.5pp | 75.27%-59.3pp | 561.95%-546.0pp |
| Employer contribution / active EE | $11,467 | $3,084+271.8% | $2,729+320.2% | $4,661+146.0% |
| Participant deferral / active EE | $3,298 | $4,676-29.5% | $4,264-22.6% | $6,689-50.7% |
| Admin fee / account holder | $3,563 | $6,216-42.7% | $5,650-36.9% | $13,398-73.4% |