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 | $156,008 | $115,770+34.8% | $101,248+54.1% | $158,922-1.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.62% | 56.14%-44.5pp | 46.47%-34.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $4,797 | $4,175+14.9% | $3,660+31.1% | $4,761+0.8% |
| Participant deferral / active EE | $15,929 | $4,957+221.3% | $4,370+264.5% | $5,982+166.3% |
| Admin fee / account holder | $511 | $7,245-92.9% | $5,945-91.4% | $11,246-95.5% |