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 6-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 | $165,168 | $72,071+129.2% | $68,368+141.6% | $137,256+20.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 21.67% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $6,250 | $2,788+124.2% | $2,649+135.9% | $4,156+50.4% |
| Participant deferral / active EE | $12,280 | $4,410+178.5% | $4,123+197.9% | $6,407+91.7% |
| Admin fee / account holder | $777 | $5,336-85.4% | $5,150-84.9% | $12,270-93.7% |