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 | $185,268 | $105,998+74.8% | $92,233+100.9% | $147,584+25.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.99% | 50.05%-35.1pp | 176.28%-161.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $4,935 | $4,333+13.9% | $3,679+34.1% | $4,876+1.2% |
| Participant deferral / active EE | $5,571 | $4,478+24.4% | $3,897+43.0% | $5,439+2.4% |
| Admin fee / account holder | $6,890 | $6,332+8.8% | $5,194+32.7% | $10,885-36.7% |