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 6-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 | $149,414 | $104,974+42.3% | $95,585+56.3% | $142,382+4.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 21.13% | 210.33%-189.2pp | 38.56%-17.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,231 | $2,779+16.3% | $2,527+27.9% | $4,299-24.9% |
| Participant deferral / active EE | $11,118 | $4,352+155.5% | $4,023+176.4% | $6,507+70.9% |
| Admin fee / account holder | $6,052 | $6,386-5.2% | $6,127-1.2% | $12,624-52.1% |