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 | $166,436 | $100,041+66.4% | $149,718+11.2% | $70,131+137.3% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.1%+10.4pp | 69.5%+27.9pp |
| Annual return | 14.61% | 27.43%-12.8pp | 1501.63%-1487.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $4,728 | $3,662+29.1% | $5,445-13.2% | $2,342+101.8% |
| Participant deferral / active EE | $13,711 | $4,983+175.2% | $6,569+108.7% | $3,332+311.5% |
| Admin fee / account holder | $2,644 | $8,286-68.1% | $11,283-76.6% | $4,645-43.1% |