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 | $214,044 | $107,334+99.4% | $92,893+130.4% | $152,861+40.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.03% | 145.58%-125.6pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $14,627 | $4,221+246.5% | $3,653+300.5% | $4,762+207.1% |
| Participant deferral / active EE | $16,994 | $4,845+250.8% | $4,236+301.2% | $5,850+190.5% |
| Admin fee / account holder | $8,107 | $7,079+14.5% | $5,794+39.9% | $11,596-30.1% |