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 | $189,589 | $70,606+168.5% | $53,898+251.8% | $142,382+33.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.45% | 619.81%-601.4pp | 528.60%-510.2pp | 217.08%-198.6pp |
| Employer contribution / active EE | $4,117 | $1,202+242.5% | $932+341.7% | $4,299-4.2% |
| Participant deferral / active EE | $22,312 | $2,364+843.9% | $1,826+1121.8% | $6,507+242.9% |
| Admin fee / account holder | $1,599 | $2,852-43.9% | $2,491-35.8% | $12,624-87.3% |