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 | $205,330 | $91,552+124.3% | $133,956+53.3% | $79,858+157.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.52% | 61.85%-51.3pp | 45.09%-34.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $5,183 | $2,384+117.4% | $3,919+32.3% | $2,471+109.7% |
| Participant deferral / active EE | $3,249 | $3,733-13.0% | $5,048-35.6% | $3,740-13.1% |
| Admin fee / account holder | $723 | $6,321-88.6% | $8,927-91.9% | $5,306-86.4% |