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 | $214,148 | $96,484+122.0% | $75,886+182.2% | $152,861+40.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.79% | 33.98%-9.2pp | 30.76%-6.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,364 | $3,309+1.7% | $2,500+34.6% | $4,762-29.4% |
| Participant deferral / active EE | $3,479 | $4,553-23.6% | $3,603-3.4% | $5,850-40.5% |
| Admin fee / account holder | $974 | $8,078-87.9% | $5,418-82.0% | $11,596-91.6% |