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 | $163,645 | $102,604+59.5% | $86,188+89.9% | $139,434+17.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 24.76% | 1922.51%-1897.7pp | 1168.45%-1143.7pp | 372.94%-348.2pp |
| Employer contribution / active EE | $7,014 | $3,032+131.3% | $2,380+194.7% | $4,751+47.6% |
| Participant deferral / active EE | $6,177 | $4,676+32.1% | $3,985+55.0% | $6,710-8.0% |
| Admin fee / account holder | $1,165 | $8,657-86.5% | $6,852-83.0% | $11,403-89.8% |