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 | $150,905 | $91,190+65.5% | $178,490-15.5% | $79,858+89.0% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 18.87% | 24.19%-5.3pp | 151.07%-132.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $5,287 | $3,256+62.4% | $5,011+5.5% | $2,471+114.0% |
| Participant deferral / active EE | $1,725 | $3,236-46.7% | $5,202-66.8% | $3,740-53.9% |
| Admin fee / account holder | $2,419 | $6,751-64.2% | $13,984-82.7% | $5,306-54.4% |