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 | $151,096 | $100,041+51.0% | $149,718+0.9% | $70,131+115.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 30.54% | 27.43%+3.1pp | 1501.63%-1471.1pp | 73.14%-42.6pp |
| Employer contribution / active EE | $14,611 | $3,662+299.0% | $5,445+168.4% | $2,342+523.8% |
| Participant deferral / active EE | $18,708 | $4,983+275.5% | $6,569+184.8% | $3,332+461.5% |
| Admin fee / account holder | $11,733 | $8,286+41.6% | $11,283+4.0% | $4,645+152.6% |