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 4-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 | $160,420 | $77,314+107.5% | $177,989-9.9% | $80,856+98.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.10% | 18.09%-3.0pp | 294.48%-279.4pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,451 | $2,292+94.2% | $3,949+12.7% | $2,755+61.6% |
| Participant deferral / active EE | $2,654 | $4,411-39.8% | $6,276-57.7% | $4,296-38.2% |
| Admin fee / account holder | $44,909 | $7,191+524.5% | $10,363+333.3% | $6,918+549.2% |