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 4-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 | $149,771 | $68,097+119.9% | $62,929+138.0% | $137,256+9.1% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 17.49% | 1859.11%-1841.6pp | 1063.93%-1046.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,653 | $2,811-5.6% | $2,505+5.9% | $4,156-36.2% |
| Participant deferral / active EE | $4,754 | $4,553+4.4% | $3,888+22.3% | $6,407-25.8% |
| Admin fee / account holder | $1,676 | $6,521-74.3% | $5,065-66.9% | $12,270-86.3% |