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 | $179,193 | $78,422+128.5% | $95,952+86.8% | $79,858+124.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 25.11% | 19.37%+5.7pp | 91.61%-66.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $3,447 | $1,945+77.2% | $2,541+35.6% | $2,471+39.5% |
| Participant deferral / active EE | $4,005 | $3,440+16.4% | $4,167-3.9% | $3,740+7.1% |
| Admin fee / account holder | $5,773 | $5,622+2.7% | $6,795-15.0% | $5,306+8.8% |