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 | $194,393 | $85,202+128.2% | $172,739+12.5% | $72,985+166.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.63% | 27.32%-5.7pp | 802.84%-781.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $6,856 | $3,324+106.2% | $5,143+33.3% | $2,440+181.0% |
| Participant deferral / active EE | $3,918 | $3,260+20.2% | $5,198-24.6% | $3,607+8.6% |
| Admin fee / account holder | $68,456 | $5,884+1063.4% | $13,954+390.6% | $5,124+1235.9% |