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 | $184,324 | $48,795+277.8% | $65,493+181.4% | $84,808+117.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.93% | 20.20%-3.3pp | 982.45%-965.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $6,245 | $1,930+223.6% | $2,574+142.6% | $2,631+137.4% |
| Participant deferral / active EE | $11,705 | $2,928+299.7% | $3,961+195.5% | $4,212+177.9% |
| Admin fee / account holder | $1,879 | $3,877-51.5% | $5,028-62.6% | $7,344-74.4% |