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 | $236,349 | $102,317+131.0% | $146,958+60.8% | $80,856+192.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 12.57% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,174 | $3,713-14.5% | $4,933-35.7% | $2,755+15.2% |
| Participant deferral / active EE | $7,179 | $6,644+8.1% | $8,070-11.0% | $4,296+67.1% |
| Admin fee / account holder | $19,862 | $7,941+150.1% | $12,998+52.8% | $6,918+187.1% |