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 | $221,673 | $180,749+22.6% | $160,784+37.9% | $137,256+61.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 30.21% | 2234.46%-2204.3pp | 1803.92%-1773.7pp | 220.34%-190.1pp |
| Employer contribution / active EE | $13,438 | $4,155+223.4% | $3,733+260.0% | $4,156+223.3% |
| Participant deferral / active EE | $18,024 | $6,844+163.3% | $6,293+186.4% | $6,407+181.3% |
| Admin fee / account holder | $15,431 | $10,397+48.4% | $9,717+58.8% | $12,270+25.8% |