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 | $153,800 | $107,334+43.3% | $92,893+65.6% | $152,861+0.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 51.76% | 145.58%-93.8pp | 109.41%-57.7pp | 345.32%-293.6pp |
| Employer contribution / active EE | $4,212 | $4,221-0.2% | $3,653+15.3% | $4,762-11.6% |
| Participant deferral / active EE | $12,500 | $4,845+158.0% | $4,236+195.1% | $5,850+113.7% |
| Admin fee / account holder | $376 | $7,079-94.7% | $5,794-93.5% | $11,596-96.8% |