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 | $134,172 | $78,422+71.1% | $95,952+39.8% | $79,858+68.0% |
| Participation rate | 84.9% | 73.5%+11.4pp | 77.1%+7.8pp | 69.6%+15.3pp |
| Annual return | 19.10% | 19.37%-0.3pp | 91.61%-72.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $5,233 | $1,945+169.0% | $2,541+105.9% | $2,471+111.8% |
| Participant deferral / active EE | $4,235 | $3,440+23.1% | $4,167+1.6% | $3,740+13.2% |
| Admin fee / account holder | $306 | $5,622-94.6% | $6,795-95.5% | $5,306-94.2% |