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 | $211,614 | $150,440+40.7% | $136,294+55.3% | $147,584+43.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.46% | 1049.08%-1034.6pp | 5155.94%-5141.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $19,207 | $5,256+265.4% | $4,695+309.1% | $4,876+293.9% |
| Participant deferral / active EE | $14,640 | $6,630+120.8% | $6,247+134.4% | $5,439+169.2% |
| Admin fee / account holder | $13,109 | $10,905+20.2% | $9,243+41.8% | $10,885+20.4% |