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 | $220,011 | $93,571+135.1% | $135,903+61.9% | $75,163+192.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.70% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,681 | $3,537+4.1% | $4,856-24.2% | $2,670+37.9% |
| Participant deferral / active EE | $5,507 | $6,404-14.0% | $7,758-29.0% | $4,125+33.5% |
| Admin fee / account holder | $16,142 | $6,975+131.4% | $10,762+50.0% | $5,651+185.7% |