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 | $190,737 | $93,571+103.8% | $135,903+40.3% | $75,163+153.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.36% | 30.90%-15.5pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $8,563 | $3,537+142.1% | $4,856+76.3% | $2,670+220.7% |
| Participant deferral / active EE | $6,877 | $6,404+7.4% | $7,758-11.4% | $4,125+66.7% |
| Admin fee / account holder | $1,599 | $6,975-77.1% | $10,762-85.1% | $5,651-71.7% |