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 | $232,085 | $104,486+122.1% | $76,817+202.1% | $152,861+51.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 19.19% | 1013.37%-994.2pp | 1166.11%-1146.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $909 | $3,116-70.8% | $2,302-60.5% | $4,762-80.9% |
| Participant deferral / active EE | $4,596 | $4,236+8.5% | $3,336+37.8% | $5,850-21.4% |
| Admin fee / account holder | $1,624 | $12,275-86.8% | $6,420-74.7% | $11,596-86.0% |