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 | $199,144 | $88,710+124.5% | $81,783+143.5% | $145,959+36.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.41% | 1027.26%-1007.9pp | 775.05%-755.6pp | 561.95%-542.5pp |
| Employer contribution / active EE | $8,806 | $3,083+185.6% | $2,913+202.4% | $4,661+88.9% |
| Participant deferral / active EE | $6,674 | $4,645+43.7% | $4,320+54.5% | $6,689-0.2% |
| Admin fee / account holder | $23,161 | $8,407+175.5% | $7,380+213.8% | $13,398+72.9% |