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 | $171,410 | $109,881+56.0% | $150,045+14.2% | $84,808+102.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.91% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,462 | $3,561+53.4% | $4,693+16.4% | $2,631+107.6% |
| Participant deferral / active EE | $10,523 | $6,636+58.6% | $7,997+31.6% | $4,212+149.9% |
| Admin fee / account holder | $20,710 | $8,568+141.7% | $13,435+54.2% | $7,344+182.0% |