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 | $187,233 | $96,635+93.8% | $86,612+116.2% | $139,434+34.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.08% | 106.41%-89.3pp | 591.07%-574.0pp | 372.94%-355.9pp |
| Employer contribution / active EE | $27,707 | $3,263+749.1% | $3,022+816.7% | $4,751+483.2% |
| Participant deferral / active EE | $6,608 | $4,836+36.6% | $4,438+48.9% | $6,710-1.5% |
| Admin fee / account holder | $636 | $6,408-90.1% | $5,614-88.7% | $11,403-94.4% |