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 4-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 | $198,099 | $74,888+164.5% | $71,209+178.2% | $142,382+39.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.67% | 345.14%-328.5pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $27,958 | $2,854+879.5% | $2,721+927.5% | $4,299+550.3% |
| Participant deferral / active EE | $22,902 | $4,454+414.1% | $4,175+448.5% | $6,507+251.9% |
| Admin fee / account holder | $1,102 | $5,568-80.2% | $5,349-79.4% | $12,624-91.3% |