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 3-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 | $176,773 | $94,338+87.4% | $100,534+75.8% | $142,382+24.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 18.50% | 29.20%-10.7pp | 32.66%-14.2pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,959 | $4,237-53.8% | $4,346-54.9% | $4,299-54.4% |
| Participant deferral / active EE | $2,471 | $5,934-58.4% | $6,144-59.8% | $6,507-62.0% |
| Admin fee / account holder | $2,921 | $8,421-65.3% | $7,654-61.8% | $12,624-76.9% |