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 9-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 | $184,133 | $81,208+126.7% | $98,907+86.2% | $79,858+130.6% |
| Participation rate | 88.9% | 72.5%+16.4pp | 76.0%+12.9pp | 69.6%+19.3pp |
| Annual return | 23.50% | 60.99%-37.5pp | 196.43%-172.9pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,155 | $1,960+10.0% | $2,689-19.9% | $2,471-12.8% |
| Participant deferral / active EE | $6,108 | $3,265+87.1% | $4,244+43.9% | $3,740+63.3% |
| Admin fee / account holder | $24,417 | $6,013+306.1% | $6,642+267.6% | $5,306+360.2% |