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 | $160,826 | $98,750+62.9% | $149,696+7.4% | $79,858+101.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.67% | 27.43%-4.8pp | 276.60%-253.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $8,080 | $3,216+151.2% | $4,644+74.0% | $2,471+227.0% |
| Participant deferral / active EE | $13,904 | $5,680+144.8% | $6,842+103.2% | $3,740+271.8% |
| Admin fee / account holder | $3,629 | $6,053-40.0% | $9,309-61.0% | $5,306-31.6% |