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 | $146,621 | $84,233+74.1% | $170,442-14.0% | $70,131+109.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.61% | 23.06%-5.4pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $9,488 | $3,387+180.1% | $5,433+74.6% | $2,342+305.0% |
| Participant deferral / active EE | $5,861 | $3,086+89.9% | $4,939+18.7% | $3,332+75.9% |
| Admin fee / account holder | $869 | $5,698-84.7% | $13,880-93.7% | $4,645-81.3% |