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 | $188,902 | $99,020+90.8% | $86,590+118.2% | $147,584+28.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.83% | 1312.34%-1292.5pp | 964.84%-945.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $25,372 | $3,132+710.1% | $2,839+793.6% | $4,876+420.3% |
| Participant deferral / active EE | $1,562 | $3,972-60.7% | $3,609-56.7% | $5,439-71.3% |
| Admin fee / account holder | $7,193 | $5,710+26.0% | $4,906+46.6% | $10,885-33.9% |