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 | $224,834 | $99,877+125.1% | $84,966+164.6% | $145,922+54.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.48% | 83.76%-65.3pp | 66.38%-47.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $6,680 | $3,231+106.7% | $2,727+144.9% | $4,660+43.4% |
| Participant deferral / active EE | $19,270 | $5,291+264.2% | $4,519+326.4% | $6,688+188.1% |
| Admin fee / account holder | $23,667 | $7,248+226.5% | $6,149+284.9% | $13,397+76.7% |