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 | $125,450 | $102,604+22.3% | $86,188+45.6% | $139,434-10.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.94% | 1922.51%-1903.6pp | 1168.45%-1149.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $6,225 | $3,032+105.3% | $2,380+161.5% | $4,751+31.0% |
| Participant deferral / active EE | $3,993 | $4,676-14.6% | $3,985+0.2% | $6,710-40.5% |
| Admin fee / account holder | $1,224 | $8,657-85.9% | $6,852-82.1% | $11,403-89.3% |