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 | $165,190 | $108,919+51.7% | $100,391+64.5% | $145,922+13.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.51% | 57.88%-41.4pp | 49.20%-32.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $7,768 | $4,419+75.8% | $3,942+97.1% | $4,660+66.7% |
| Participant deferral / active EE | $17,115 | $8,445+102.7% | $8,082+111.8% | $6,688+155.9% |
| Admin fee / account holder | $15,142 | $9,689+56.3% | $7,899+91.7% | $13,397+13.0% |