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 | $173,005 | $83,902+106.2% | $167,512+3.3% | $84,808+104.0% |
| Participation rate | 98.4% | 66.5%+31.9pp | 77.1%+21.3pp | 68.3%+30.1pp |
| Annual return | 19.51% | 91.55%-72.0pp | 1615.79%-1596.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $15,569 | $2,264+587.7% | $3,882+301.1% | $2,631+491.7% |
| Participant deferral / active EE | $18,615 | $4,442+319.0% | $6,405+190.6% | $4,212+342.0% |
| Admin fee / account holder | $15,070 | $7,915+90.4% | $9,769+54.3% | $7,344+105.2% |