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 | $160,952 | $85,766+87.7% | $136,294+18.1% | $70,131+129.5% |
| Participation rate | 88.6% | 74.2%+14.4pp | 81.9%+6.7pp | 69.5%+19.0pp |
| Annual return | 20.71% | 31.45%-10.7pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $3,566 | $2,966+20.2% | $4,695-24.1% | $2,342+52.2% |
| Participant deferral / active EE | $9,592 | $5,051+89.9% | $6,247+53.5% | $3,332+187.9% |
| Admin fee / account holder | $1,766 | $5,420-67.4% | $9,243-80.9% | $4,645-62.0% |