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 | $218,586 | $102,317+113.6% | $146,958+48.7% | $80,856+170.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.58% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $9,818 | $3,713+164.4% | $4,933+99.0% | $2,755+256.4% |
| Participant deferral / active EE | $14,297 | $6,644+115.2% | $8,070+77.2% | $4,296+232.8% |
| Admin fee / account holder | $1,501 | $7,941-81.1% | $12,998-88.5% | $6,918-78.3% |