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 | $174,887 | $106,515+64.2% | $96,683+80.9% | $139,434+25.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.10% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $18,464 | $4,103+350.0% | $3,737+394.1% | $4,751+288.7% |
| Participant deferral / active EE | $6,148 | $5,454+12.7% | $4,878+26.0% | $6,710-8.4% |
| Admin fee / account holder | $16,376 | $7,877+107.9% | $6,730+143.4% | $11,403+43.6% |