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 | $216,822 | $148,534+46.0% | $135,903+59.5% | $139,434+55.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.50% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $19,576 | $5,243+273.4% | $4,856+303.1% | $4,751+312.1% |
| Participant deferral / active EE | $15,521 | $8,100+91.6% | $7,758+100.1% | $6,710+131.3% |
| Admin fee / account holder | $3,108 | $12,400-74.9% | $10,762-71.1% | $11,403-72.7% |