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 | $195,316 | $102,966+89.7% | $90,281+116.3% | $152,861+27.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.39% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $7,103 | $3,139+126.3% | $2,854+148.8% | $4,762+49.1% |
| Participant deferral / active EE | $8,119 | $4,281+89.6% | $3,885+109.0% | $5,850+38.8% |
| Admin fee / account holder | $792 | $6,171-87.2% | $5,351-85.2% | $11,596-93.2% |