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 | $192,842 | $106,515+81.0% | $96,683+99.5% | $139,434+38.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.09% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $14,191 | $4,103+245.9% | $3,737+279.8% | $4,751+198.7% |
| Participant deferral / active EE | $8,035 | $5,454+47.3% | $4,878+64.7% | $6,710+19.7% |
| Admin fee / account holder | $672 | $7,877-91.5% | $6,730-90.0% | $11,403-94.1% |