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 | $145,281 | $78,422+85.3% | $95,952+51.4% | $79,858+81.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.37% | 19.37%-1.0pp | 91.61%-73.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $5,171 | $1,945+165.8% | $2,541+103.5% | $2,471+109.3% |
| Participant deferral / active EE | $6,849 | $3,440+99.1% | $4,167+64.4% | $3,740+83.1% |
| Admin fee / account holder | $10,214 | $5,622+81.7% | $6,795+50.3% | $5,306+92.5% |