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 8-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 | $213,768 | $118,450+80.5% | $98,439+117.2% | $139,434+53.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.76% | 18.94%-5.2pp | 21.16%-7.4pp | 372.94%-359.2pp |
| Employer contribution / active EE | $5,283 | $3,609+46.4% | $3,048+73.3% | $4,751+11.2% |
| Participant deferral / active EE | $1,459 | $5,392-72.9% | $4,738-69.2% | $6,710-78.3% |
| Admin fee / account holder | $5,458 | $14,026-61.1% | $8,948-39.0% | $11,403-52.1% |