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 | $143,142 | $100,773+42.0% | $88,946+60.9% | $142,382+0.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.49% | 70.18%-52.7pp | 57.82%-40.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,177 | $2,918-59.7% | $2,555-53.9% | $4,299-72.6% |
| Participant deferral / active EE | $1,865 | $5,230-64.3% | $4,581-59.3% | $6,507-71.3% |
| Admin fee / account holder | $314 | $9,693-96.8% | $8,261-96.2% | $12,624-97.5% |