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 | $95,162 | $56,199+69.3% | $67,652+40.7% | $59,632+59.6% |
| Participation rate | 96.1% | 71.5%+24.6pp | 75.7%+20.4pp | 68.7%+27.4pp |
| Annual return | 12.77% | 18505.31%-18492.5pp | 6625.04%-6612.3pp | 2041.28%-2028.5pp |
| Employer contribution / active EE | $7,148 | $1,614+342.8% | $2,266+215.5% | $2,203+224.5% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,465 | $3,958-63.0% | $4,821-69.6% | $4,297-65.9% |