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 | $249,664 | $159,934+56.1% | $147,005+69.8% | $145,959+71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 98.24%-84.1pp | 418.76%-404.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $15,000 | $5,287+183.7% | $4,934+204.0% | $4,661+221.8% |
| Participant deferral / active EE | $15,859 | $8,427+88.2% | $8,070+96.5% | $6,689+137.1% |
| Admin fee / account holder | $580 | $15,053-96.1% | $13,006-95.5% | $13,398-95.7% |