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 | $173,959 | $112,096+55.2% | $95,952+81.3% | $158,922+9.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.75% | 171.09%-156.3pp | 91.61%-76.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $8,940 | $3,198+179.5% | $2,541+251.8% | $4,761+87.8% |
| Participant deferral / active EE | $7,156 | $4,784+49.6% | $4,167+71.7% | $5,982+19.6% |
| Admin fee / account holder | $10,406 | $10,130+2.7% | $6,795+53.1% | $11,246-7.5% |