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 | $201,790 | $69,515+190.3% | $86,874+132.3% | $85,850+135.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 15.74% | 20.12%-4.4pp | 63.52%-47.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $6,219 | $1,880+230.7% | $2,495+149.2% | $2,565+142.4% |
| Participant deferral / active EE | $3,563 | $2,919+22.1% | $3,699-3.7% | $3,952-9.8% |
| Admin fee / account holder | $8,084 | $5,972+35.4% | $5,828+38.7% | $6,260+29.1% |