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 | $229,616 | $102,317+124.4% | $146,958+56.2% | $80,856+184.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.35% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $4,131 | $3,713+11.3% | $4,933-16.2% | $2,755+50.0% |
| Participant deferral / active EE | $11,998 | $6,644+80.6% | $8,070+48.7% | $4,296+179.3% |
| Admin fee / account holder | $3,391 | $7,941-57.3% | $12,998-73.9% | $6,918-51.0% |