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 7-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 | $184,135 | $100,852+82.6% | $90,404+103.7% | $158,922+15.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.32% | 1724.20%-1708.9pp | 1293.02%-1277.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $6,026 | $3,689+63.4% | $3,262+84.7% | $4,761+26.6% |
| Participant deferral / active EE | $9,025 | $4,348+107.6% | $3,963+127.7% | $5,982+50.9% |
| Admin fee / account holder | $3,527 | $6,501-45.7% | $5,611-37.1% | $11,246-68.6% |