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 | $185,829 | $102,317+81.6% | $146,958+26.5% | $80,856+129.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 34.77% | 134.76%-100.0pp | 418.34%-383.6pp | 35.59%-0.8pp |
| Employer contribution / active EE | $20,021 | $3,713+439.2% | $4,933+305.9% | $2,755+626.8% |
| Participant deferral / active EE | $13,467 | $6,644+102.7% | $8,070+66.9% | $4,296+213.5% |
| Admin fee / account holder | $13,438 | $7,941+69.2% | $12,998+3.4% | $6,918+94.3% |