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 | $164,571 | $100,852+63.2% | $90,404+82.0% | $158,922+3.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.34% | 1724.20%-1703.9pp | 1293.02%-1272.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,938 | $3,689-47.4% | $3,262-40.6% | $4,761-59.3% |
| Participant deferral / active EE | $5,584 | $4,348+28.4% | $3,963+40.9% | $5,982-6.7% |
| Admin fee / account holder | $1,576 | $6,501-75.8% | $5,611-71.9% | $11,246-86.0% |