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 | $164,087 | $118,680+38.3% | $98,907+65.9% | $158,922+3.3% |
| Participation rate | 93.3% | 77.8%+15.5pp | 76.0%+17.3pp | 82.0%+11.4pp |
| Annual return | 19.29% | 372.35%-353.1pp | 196.43%-177.1pp | 302.83%-283.5pp |
| Employer contribution / active EE | $6,369 | $3,333+91.1% | $2,689+136.9% | $4,761+33.8% |
| Participant deferral / active EE | $1,735 | $5,088-65.9% | $4,244-59.1% | $5,982-71.0% |
| Admin fee / account holder | $2,103 | $10,131-79.2% | $6,642-68.3% | $11,246-81.3% |