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 | $221,413 | $90,397+144.9% | $76,002+191.3% | $145,959+51.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.58% | 621.97%-604.4pp | 360.07%-342.5pp | 561.95%-544.4pp |
| Employer contribution / active EE | $23,305 | $3,317+602.6% | $2,688+766.9% | $4,661+400.0% |
| Participant deferral / active EE | $19,527 | $5,163+278.2% | $4,257+358.7% | $6,689+191.9% |
| Admin fee / account holder | $539,664 | $8,369+6348.1% | $6,414+8314.3% | $13,398+3928.0% |