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 | $172,784 | $98,750+75.0% | $149,696+15.4% | $79,858+116.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.13% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $9,508 | $3,216+195.6% | $4,644+104.7% | $2,471+284.8% |
| Participant deferral / active EE | $10,487 | $5,680+84.6% | $6,842+53.3% | $3,740+180.4% |
| Admin fee / account holder | $10,537 | $6,053+74.1% | $9,309+13.2% | $5,306+98.6% |