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 3-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 | $158,064 | $97,125+62.7% | $86,233+83.3% | $137,256+15.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.44% | 74.19%-55.7pp | 61.39%-42.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $9,721 | $2,841+242.1% | $2,504+288.1% | $4,156+133.9% |
| Participant deferral / active EE | $15,756 | $5,180+204.2% | $4,559+245.6% | $6,407+145.9% |
| Admin fee / account holder | $320 | $9,725-96.7% | $8,342-96.2% | $12,270-97.4% |