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 | $147,056 | $78,705+86.8% | $117,854+24.8% | $70,131+109.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.38% | 23.30%-4.9pp | 335.08%-316.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $4,105 | $2,223+84.6% | $3,786+8.4% | $2,342+75.3% |
| Participant deferral / active EE | $6,933 | $3,297+110.3% | $4,482+54.7% | $3,332+108.1% |
| Admin fee / account holder | $4,342 | $5,065-14.3% | $8,020-45.9% | $4,645-6.5% |