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 | $198,653 | $100,852+97.0% | $90,404+119.7% | $158,922+25.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.43% | 1724.20%-1712.8pp | 1293.02%-1281.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $5,442 | $3,689+47.5% | $3,262+66.8% | $4,761+14.3% |
| Participant deferral / active EE | $12,912 | $4,348+197.0% | $3,963+225.8% | $5,982+115.8% |
| Admin fee / account holder | $792 | $6,501-87.8% | $5,611-85.9% | $11,246-93.0% |