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 | $192,061 | $98,750+94.5% | $149,696+28.3% | $79,858+140.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.05% | 27.43%-10.4pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $6,420 | $3,216+99.6% | $4,644+38.2% | $2,471+159.8% |
| Participant deferral / active EE | $12,275 | $5,680+116.1% | $6,842+79.4% | $3,740+228.2% |
| Admin fee / account holder | $6,033 | $6,053-0.3% | $9,309-35.2% | $5,306+13.7% |