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 | $149,831 | $87,733+70.8% | $106,548+40.6% | $85,850+74.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 42.77% | 21.86%+20.9pp | 26.80%+16.0pp | 318.53%-275.8pp |
| Employer contribution / active EE | $6,238 | $2,073+200.9% | $2,819+121.3% | $2,565+143.2% |
| Participant deferral / active EE | $2,246 | $3,469-35.3% | $4,398-48.9% | $3,952-43.2% |
| Admin fee / account holder | $6,833 | $6,767+1.0% | $7,407-7.8% | $6,260+9.2% |