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 | $220,763 | $117,983+87.1% | $101,794+116.9% | $142,382+55.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.23% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,805 | $2,773+37.2% | $2,289+66.3% | $4,299-11.5% |
| Participant deferral / active EE | $2,965 | $4,714-37.1% | $4,084-27.4% | $6,507-54.4% |
| Admin fee / account holder | $1,522 | $10,433-85.4% | $8,777-82.7% | $12,624-87.9% |