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 | $197,754 | $99,020+99.7% | $86,590+128.4% | $147,584+34.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.82% | 1312.34%-1291.5pp | 964.84%-944.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $10,310 | $3,132+229.2% | $2,839+263.1% | $4,876+111.4% |
| Participant deferral / active EE | $12,911 | $3,972+225.0% | $3,609+257.8% | $5,439+137.4% |
| Admin fee / account holder | $3,353 | $5,710-41.3% | $4,906-31.6% | $10,885-69.2% |