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 5-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 | $102,201 | $54,705+86.8% | $71,209+43.5% | $84,808+20.5% |
| Participation rate | 98.6% | 64.1%+34.6pp | 73.8%+24.9pp | 68.3%+30.3pp |
| Annual return | 19.25% | 35.90%-16.7pp | 282.51%-263.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $5,774 | $2,158+167.6% | $2,721+112.2% | $2,631+119.5% |
| Participant deferral / active EE | $5,728 | $3,030+89.0% | $4,175+37.2% | $4,212+36.0% |
| Admin fee / account holder | $3,072 | $4,863-36.8% | $5,349-42.6% | $7,344-58.2% |