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 | $156,510 | $98,750+58.5% | $149,696+4.6% | $79,858+96.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.43% | 27.43%-15.0pp | 276.60%-264.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,326 | $3,216-27.7% | $4,644-49.9% | $2,471-5.9% |
| Participant deferral / active EE | $9,420 | $5,680+65.8% | $6,842+37.7% | $3,740+151.9% |
| Admin fee / account holder | $22,051 | $6,053+264.3% | $9,309+136.9% | $5,306+315.6% |