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 | $157,583 | $72,400+117.7% | $67,502+133.4% | $145,922+8.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.11% | 7182.46%-7167.4pp | 3512.12%-3497.0pp | 561.29%-546.2pp |
| Employer contribution / active EE | $10,173 | $3,069+231.5% | $2,731+272.5% | $4,660+118.3% |
| Participant deferral / active EE | $7,419 | $4,783+55.1% | $4,000+85.5% | $6,688+10.9% |
| Admin fee / account holder | $1,317 | $5,539-76.2% | $3,998-67.1% | $13,397-90.2% |