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 5-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 | $97,509 | $48,795+99.8% | $65,493+48.9% | $84,808+15.0% |
| Participation rate | 83.1% | 67.0%+16.1pp | 73.1%+10.0pp | 68.3%+14.8pp |
| Annual return | 38.88% | 20.20%+18.7pp | 982.45%-943.6pp | 40.90%-2.0pp |
| Employer contribution / active EE | $5,729 | $1,930+196.9% | $2,574+122.5% | $2,631+117.7% |
| Participant deferral / active EE | $9,711 | $2,928+231.6% | $3,961+145.1% | $4,212+130.6% |
| Admin fee / account holder | $31,011 | $3,877+699.9% | $5,028+516.7% | $7,344+322.3% |