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 | $159,578 | $102,317+56.0% | $146,958+8.6% | $80,856+97.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.51% | 134.76%-122.3pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $5,875 | $3,713+58.2% | $4,933+19.1% | $2,755+113.3% |
| Participant deferral / active EE | $15,594 | $6,644+134.7% | $8,070+93.2% | $4,296+263.0% |
| Admin fee / account holder | $49,027 | $7,941+517.4% | $12,998+277.2% | $6,918+608.7% |