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 | $138,851 | $91,538+51.7% | $129,995+6.8% | $75,163+84.7% |
| Participation rate | 92.1% | 71.4%+20.6pp | 78.5%+13.6pp | 67.2%+24.9pp |
| Annual return | 30.00% | -631.11%+661.1pp | -137.18%+167.2pp | 160.62%-130.6pp |
| Employer contribution / active EE | $3,910 | $2,845+37.4% | $4,320-9.5% | $2,670+46.5% |
| Participant deferral / active EE | $8,528 | $4,341+96.4% | $5,820+46.5% | $4,125+106.7% |
| Admin fee / account holder | $1,751 | $6,790-74.2% | $10,614-83.5% | $5,651-69.0% |