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 7-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 | $188,030 | $76,738+145.0% | $56,411+233.3% | $145,922+28.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.04% | 2994.23%-2979.2pp | 1701.33%-1686.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,034 | $1,380+119.9% | $1,039+192.1% | $4,660-34.9% |
| Participant deferral / active EE | $9,896 | $2,623+277.4% | $1,952+407.0% | $6,688+48.0% |
| Admin fee / account holder | $2,409 | $3,334-27.7% | $2,829-14.8% | $13,397-82.0% |