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 7-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 | $175,317 | $84,696+107.0% | $75,696+131.6% | $167,490+4.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 259.37% | 199.36%+60.0pp | 104.53%+154.8pp | 478.56%-219.2pp |
| Employer contribution / active EE | $2,516 | $3,230-22.1% | $2,743-8.3% | $4,837-48.0% |
| Participant deferral / active EE | $9,096 | $4,580+98.6% | $3,821+138.0% | $6,341+43.4% |
| Admin fee / account holder | $911 | $5,355-83.0% | $3,619-74.8% | $12,309-92.6% |