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 | $185,564 | $100,041+85.5% | $149,718+23.9% | $70,131+164.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 22.86% | 27.43%-4.6pp | 1501.63%-1478.8pp | 73.14%-50.3pp |
| Employer contribution / active EE | $9,361 | $3,662+155.6% | $5,445+71.9% | $2,342+299.6% |
| Participant deferral / active EE | $13,706 | $4,983+175.1% | $6,569+108.7% | $3,332+311.4% |
| Admin fee / account holder | $4,864 | $8,286-41.3% | $11,283-56.9% | $4,645+4.7% |