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 5-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 | $113,570 | $65,561+73.2% | $86,188+31.8% | $75,163+51.1% |
| Participation rate | 81.8% | 60.5%+21.3pp | 69.0%+12.9pp | 67.2%+14.6pp |
| Annual return | 19.59% | 46.05%-26.5pp | 1168.45%-1148.9pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,442 | $1,553+57.3% | $2,380+2.6% | $2,670-8.6% |
| Participant deferral / active EE | $5,025 | $3,024+66.2% | $3,985+26.1% | $4,125+21.8% |
| Admin fee / account holder | $1,269 | $5,474-76.8% | $6,852-81.5% | $5,651-77.5% |