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 6-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 | $193,204 | $105,181+83.7% | $159,436+21.2% | $85,850+125.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.65% | 45.07%-28.4pp | 263.57%-246.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $6,185 | $3,318+86.4% | $4,829+28.1% | $2,565+141.1% |
| Participant deferral / active EE | $8,633 | $5,945+45.2% | $7,352+17.4% | $3,952+118.5% |
| Admin fee / account holder | $379 | $6,933-94.5% | $10,799-96.5% | $6,260-93.9% |