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 | $223,508 | $117,841+89.7% | $102,423+118.2% | $145,922+53.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.44% | 31.65%-15.2pp | 29.32%-12.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $6,415 | $3,615+77.5% | $3,023+112.2% | $4,660+37.7% |
| Participant deferral / active EE | $11,857 | $5,731+106.9% | $5,053+134.6% | $6,688+77.3% |
| Admin fee / account holder | $636 | $13,326-95.2% | $9,451-93.3% | $13,397-95.3% |