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 | $144,018 | $115,770+24.4% | $101,248+42.2% | $158,922-9.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.39% | 56.14%-47.8pp | 46.47%-38.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $6,564 | $4,175+57.2% | $3,660+79.4% | $4,761+37.9% |
| Participant deferral / active EE | $4,762 | $4,957-3.9% | $4,370+9.0% | $5,982-20.4% |
| Admin fee / account holder | $1,137 | $7,245-84.3% | $5,945-80.9% | $11,246-89.9% |