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 | $149,226 | $85,766+74.0% | $136,294+9.5% | $70,131+112.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 50.19% | 31.45%+18.7pp | 5155.94%-5105.7pp | 73.14%-22.9pp |
| Employer contribution / active EE | $11,610 | $2,966+291.4% | $4,695+147.3% | $2,342+395.7% |
| Participant deferral / active EE | $8,861 | $5,051+75.4% | $6,247+41.8% | $3,332+165.9% |
| Admin fee / account holder | $1,774 | $5,420-67.3% | $9,243-80.8% | $4,645-61.8% |