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 5-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 | $194,224 | $76,738+153.1% | $56,411+244.3% | $145,922+33.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.92% | 2994.23%-2982.3pp | 1701.33%-1689.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,248 | $1,380+135.4% | $1,039+212.7% | $4,660-30.3% |
| Participant deferral / active EE | $10,728 | $2,623+309.1% | $1,952+449.6% | $6,688+60.4% |
| Admin fee / account holder | $31,132 | $3,334+833.9% | $2,829+1000.6% | $13,397+132.4% |