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 10-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 | $178,352 | $96,305+85.2% | $80,569+121.4% | $139,434+27.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.94% | 1350.08%-1336.1pp | 935.43%-921.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,187 | $3,262-63.6% | $2,723-56.4% | $4,751-75.0% |
| Participant deferral / active EE | $2,454 | $5,232-53.1% | $4,447-44.8% | $6,710-63.4% |
| Admin fee / account holder | $19,097 | $6,599+189.4% | $5,377+255.2% | $11,403+67.5% |