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 | $131,860 | $102,317+28.9% | $146,958-10.3% | $80,856+63.1% |
| Participation rate | 74.7% | 75.8%-1.1pp | 82.2%-7.5pp | 67.6%+7.0pp |
| Annual return | 45.65% | 134.76%-89.1pp | 418.34%-372.7pp | 35.59%+10.1pp |
| Employer contribution / active EE | $3,371 | $3,713-9.2% | $4,933-31.7% | $2,755+22.4% |
| Participant deferral / active EE | $9,089 | $6,644+36.8% | $8,070+12.6% | $4,296+111.6% |
| Admin fee / account holder | $19,709 | $7,941+148.2% | $12,998+51.6% | $6,918+184.9% |